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State Street

1,078 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 351 increasing their positions, 381 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:

1.24% more ownership

Funds ownership: 91.16%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 381

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,078
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
MWM
826
Modern Wealth Management
Kansas
$222K
DWA
827
Douglass Winthrop Advisors
New York
$220K
SCM
828
Schnieders Capital Management
California
$219K
SIC
829
Sage Investment Counsel
Tennessee
$219K
TCWA
830
Turtle Creek Wealth Advisors
Texas
$219K
7WCP
831
71 West Capital Partners
Massachusetts
$219K
GLF
832
Groupe la Francaise
France
$218K
CP
833
Creekside Partners
California
$217K
RCAG
834
Rehmann Capital Advisory Group
Michigan
$213K
UB
835
UMB Bank
Missouri
$213K
MCM
836
Manchester Capital Management
Vermont
$213K
TAM
837
Trillium Asset Management
Massachusetts
$211K
TPCW
838
TD Private Client Wealth
New York
$208K
SCM
839
Shelton Capital Management
Colorado
$207K
GPA
840
Garrison Point Advisors
California
$206K
SMA
841
Seven Mile Advisory
New Jersey
$206K
MWM
842
Mission Wealth Management
California
$206K
PWPS
843
Pinnacle Wealth Planning Services
Ohio
$206K
CNBOF
844
City National Bank of Florida
Florida
$205K
RA
845
Ransom Advisory
Rhode Island
$205K
NL
846
NWAM LLC
Washington
$202K
KF
847
Krilogy Financial
Missouri
$201K
HIP
848
Harrell Investment Partners
Texas
$201K
MGI
849
Miller Global Investments
Texas
$200K
OIAM
850
OFI Invest Asset Management
France
$200K