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State Street

1,096 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 355 increasing their positions, 383 reducing their positions, and 73 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:

1.59% more ownership

Funds ownership: 91.21%92.8% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 383

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,096
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
NB
801
NBT Bank
New York
$264K
NP
802
NorthRock Partners
Minnesota
$262K
MA
803
Mutual Advisors
Nebraska
$260K
KA
804
KLCM Advisors
Wisconsin
$258K
SWP
805
Stratos Wealth Partners
Ohio
$257K
CIAS
806
CFS Investment Advisory Services
New Jersey
$251K
WWM
807
Western Wealth Management
Colorado
$250K
RBC
808
Romano Brothers & Co
Illinois
$249K
PA
809
Perennial Advisors
New York
$248K
SCA
810
Snowden Capital Advisors
New York
$247K
RPWA
811
Regent Peak Wealth Advisors
Georgia
$246K
HCM
812
Howard Capital Management
Georgia
$246K
KFC
813
Klingenstein Fields & Co
New York
$245K
BPAMU
814
BTG Pactual Asset Management US
New York
$241K
DWM
815
Drive Wealth Management
Utah
$241K
BCM
816
Bannerstone Capital Management
Minnesota
$241K
JWS
817
Juncture Wealth Strategies
Arizona
$241K
CWG
818
Cornerstone Wealth Group
North Carolina
$241K
AWM
819
Axxcess Wealth Management
California
$240K
PFM
820
Patton Fund Management
Texas
$238K
KA
821
Kovack Advisors
Florida
$235K
BA
822
Bridgewater Advisors
New York
$234K
STS
823
SG Trading Solutions
Utah
$231K
KIA
824
KCM Investment Advisors
California
$231K
William Blair Investment Management
825
William Blair Investment Management
Illinois
$230K