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State Street

1,074 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 350 increasing their positions, 382 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.23% more ownership

Funds ownership: 91.17%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,074
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$720M
Puts
$136M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
801
Perennial Advisors
New York
$248K
SCA
802
Snowden Capital Advisors
New York
$247K
RPWA
803
Regent Peak Wealth Advisors
Georgia
$246K
HCM
804
Howard Capital Management
Georgia
$246K
KFC
805
Klingenstein Fields & Co
New York
$245K
BPAMU
806
BTG Pactual Asset Management US
New York
$241K
DWM
807
Drive Wealth Management
Utah
$241K
JWS
808
Juncture Wealth Strategies
Arizona
$241K
CWG
809
Cornerstone Wealth Group
North Carolina
$241K
AWM
810
Axxcess Wealth Management
California
$240K
PFM
811
Patton Fund Management
Texas
$238K
KA
812
Kovack Advisors
Florida
$235K
BA
813
Bridgewater Advisors
New York
$234K
STSL
814
SG Trading Solutions, LLC
Utah
$231K
KIA
815
KCM Investment Advisors
California
$231K
William Blair Investment Management
816
William Blair Investment Management
Illinois
$230K
EFG
817
Ethos Financial Group
Pennsylvania
$228K
FWIA
818
Fort Washington Investment Advisors
Ohio
$228K
IAS
819
Insigneo Advisory Services
Florida
$227K
WRPWM
820
Werba Rubin Papier Wealth Management
California
$223K
DTL
821
Dynamic Technology Lab
Singapore
$223K
PP
822
PDS Planning
Ohio
$222K
BTWM
823
Baker Tilly Wealth Management
Wisconsin
$222K
MWM
824
Modern Wealth Management
Kansas
$222K
DWA
825
Douglass Winthrop Advisors
New York
$220K