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State Street

1,002 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 61

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.2B (+$2.48B)

9% more funds holding

Funds holding: 9191,002 (+83)

1.6% more ownership

Funds ownership: 86.1%87.7% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

34% less call options, than puts

Call options by funds: $146M | Put options by funds: $223M

Holders
1,002
Holders Change
+83
Holders Change %
+9.03%
% of All Funds
13.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
160
Increased
295
Reduced
367
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
826
Annis Gardner Whiting Capital Advisors
Florida
$103K
MPWT
827
MassMutual Private Wealth & Trust
Connecticut
$100K -$8.05K -85 -8%
LI
828
LRI Investments
Florida
$98.8K
GAM
829
Generali Asset Management
Italy
$98.8K +$95.4K +1,007 New
JFA
830
JNBA Financial Advisors
Minnesota
$98.7K
GWM
831
Geneos Wealth Management
Colorado
$98K -$1.14K -12 -1%
HCP
832
Hexagon Capital Partners
Arkansas
$90.9K -$23.7K -250 -21%
BIG
833
Brooklyn Investment Group
New York
$89.3K +$1.33K +14 +2%
VHAM
834
Van Hulzen Asset Management
California
$86.1K +$83.1K +877 New
LC
835
Lindbrook Capital
California
$86K +$1.33K +14 +2%
CH
836
Cromwell Holdings
Wyoming
$85K
CFFP
837
Center for Financial Planning
Michigan
$78.5K
CB
838
Community Bank
New York
$78.5K
IRC
839
Investors Research Corp
Georgia
$78.5K
PCM
840
Penserra Capital Management
California
$74K +$70.4K +743 +3,096%
VCM
841
Versant Capital Management
Arizona
$71.7K +$18.7K +197 +37%
CCA
842
Catalyst Capital Advisors
New York
$71.3K -$143K -1,507 -67%
CWM
843
Crowley Wealth Management
Delaware
$69.1K +$66.7K +704 New
SSG
844
Summit Securities Group
New York
$68.7K +$66.3K +700 New
DMBA
845
Deseret Mutual Benefit Administrators
Utah
$68.5K
BF
846
BOK Financial
Oklahoma
$68K -$4.26K -45 -6%
CTC
847
Central Trust Company
Missouri
$67.1K
WBC
848
West Branch Capital
Massachusetts
$63.9K
IA
849
IFP Advisors
Florida
$63.8K -$5.97K -63 -9%
WA
850
Whipplewood Advisors
Colorado
$61.1K +$59K +623 New

STT Hedge Fund Activity: Q4 2024 in Review

1,002 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2024, worth a combined $25.2B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new STT positions and 61 closed out — a net gain of 99 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $192M.

  • 1,002 institutional investors held State Street (STT) as of Q4 2024, up from 919 in Q3 2024.
  • Funds reported $25.2B of State Street stock for Q4 2024, up 11% quarter-over-quarter.
  • 160 funds opened new State Street positions in Q4 2024 and 61 closed out, a net change of +99 holders.
  • The largest State Street buyer in Q4 2024 was T. Rowe Price Associates, an estimated $154M added.
  • The largest State Street seller in Q4 2024 was Dodge & Cox, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2024.