STT icon

State Street

1,082 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 352 increasing their positions, 382 reducing their positions, and 74 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:

1.58% more ownership

Funds ownership: 91.16%92.74% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,082
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
CIAS
801
CFS Investment Advisory Services
New Jersey
$251K
WWM
802
Western Wealth Management
Colorado
$250K
RBC
803
Romano Brothers & Co
Illinois
$249K
PA
804
Perennial Advisors
New York
$248K
SCA
805
Snowden Capital Advisors
New York
$247K
RPWA
806
Regent Peak Wealth Advisors
Georgia
$246K
HCM
807
Howard Capital Management
Georgia
$246K
KFC
808
Klingenstein Fields & Co
New York
$245K
BPAMU
809
BTG Pactual Asset Management US
New York
$241K
DWM
810
Drive Wealth Management
Utah
$241K
JWS
811
Juncture Wealth Strategies
Arizona
$241K
CWG
812
Cornerstone Wealth Group
North Carolina
$241K
AWM
813
Axxcess Wealth Management
California
$240K
PFM
814
Patton Fund Management
Texas
$238K
KA
815
Kovack Advisors
Florida
$235K
BA
816
Bridgewater Advisors
New York
$234K
STS
817
SG Trading Solutions
Utah
$231K
KIA
818
KCM Investment Advisors
California
$231K
William Blair Investment Management
819
William Blair Investment Management
Illinois
$230K
EFG
820
Ethos Financial Group
Pennsylvania
$228K
FWIA
821
Fort Washington Investment Advisors
Ohio
$228K
IAS
822
Insigneo Advisory Services
Florida
$227K
WRPWM
823
Werba Rubin Papier Wealth Management
California
$223K
DTL
824
Dynamic Technology Lab
Singapore
$223K
PP
825
PDS Planning
Ohio
$222K