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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$504M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
CFP
3
Catalyst Financial Partners
Massachusetts
$281M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$860M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Amundi
1
Amundi
France
$112M
2
EB
2
Eastern Bank
Massachusetts
$4.39M
3
Capital International Investors
3
Capital International Investors
California
$312M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
826
TS Financial Group (TSFG)
Illinois
$76K – – –
CWM
827
Crowley Wealth Management
Delaware
$74.9K – – –
DMBA
828
Deseret Mutual Benefit Administrators
Utah
$74.2K – – –
WBC
829
West Branch Capital
Massachusetts
$68.1K -$1.17K -11 -2%
WA
830
Whipplewood Advisors
Colorado
$61.3K -$2.28M -21,427 -97%
CTC
831
Central Trust Company
Missouri
$61K -$11.7K -110 -16%
HIMS
832
Hager Investment Management Services
New Hampshire
$60.6K – – –
CFO
833
CVA Family Office
Colorado
$59.6K +$18.7K +176 +46%
QT
834
Quantbot Technologies
New York
$59.2K -$7.69M -72,338 -99%
SAM
835
S.A. Mason
Michigan
$58.5K – – –
SCM
836
Silvant Capital Management
Georgia
$58.3K – – –
1IA
837
1620 Investment Advisors
Massachusetts
$55.2K – – –
MDA
838
Minot DeBlois Advisors
Massachusetts
$53.2K – – –
CT
839
Coastline Trust
Rhode Island
$53.2K – – –
DSC
840
Duncker Streett & Co
Missouri
$53.2K – – –
MYIA
841
Mount Yale Investment Advisors
Colorado
$52.4K +$52.4K +493 New
LP
842
LMR Partners
United Kingdom
$50.4K +$50.4K +474 New
AC
843
AlphaCore Capital
California
$49.8K +$25.3K +238 +103%
CCA
844
Catalyst Capital Advisors
New York
$48.2K -$7.87K -74 -14%
ZBNA
845
Zions Bancorporation, National Association
Utah
$45K -$9.15K -86 -17%
NRWA
846
North Ridge Wealth Advisors
Oregon
$42.5K – – –
HWM
847
Hemington Wealth Management
Virginia
$39K +$1.87K +18 +5%
EPIMS
848
Evelyn Partners Investment Management Services
$38.3K -$192K -1,800 -83%
TFIPS
849
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.2K -$21.3K -200 -36%
CSB
850
City State Bank
Iowa
$37.2K – – –
32 33
34
35 36