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State Street

984 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 353 increasing their positions, 366 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.6% more ownership

Funds ownership: 89.11%90.71% (+1.6%)

1% more funds holding

Funds holding: 972984 (+12)

4% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 366

Holders
984
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$429M
Puts
$122M
Net Calls
Net Calls Change

Top Buyers

1 +$448M
2 +$330M
3 +$281M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.2M

Top Sellers

1 -$358M
2 -$314M
3 -$152M
4
BlackRock
BlackRock
New York
-$100M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SVWA
826
Sarver Vrooman Wealth Advisors
Missouri
$77.1K
BSB
827
Bangor Savings Bank
Maine
$76.1K
TFGT
828
TS Financial Group (TSFG)
Illinois
$76K
CWM
829
Crowley Wealth Management
Delaware
$74.9K
DMBA
830
Deseret Mutual Benefit Administrators
Utah
$74.2K
WBC
831
West Branch Capital
Massachusetts
$68.1K
WA
832
Whipplewood Advisors
Colorado
$61.3K
CTC
833
Central Trust Company
Missouri
$61K
HIMS
834
Hager Investment Management Services
New Hampshire
$60.6K
CFO
835
CVA Family Office
Colorado
$59.5K
QT
836
Quantbot Technologies
New York
$59.2K
SAM
837
S.A. Mason
Michigan
$58.5K
SCM
838
Silvant Capital Management
Georgia
$58.3K
1IA
839
1620 Investment Advisors
Massachusetts
$55.2K
DSC
840
Duncker Streett & Co
Missouri
$53.2K
CT
841
Coastline Trust
Rhode Island
$53.2K
MDA
842
Minot DeBlois Advisors
Massachusetts
$53.2K
MYIA
843
Mount Yale Investment Advisors
Colorado
$52.4K
LP
844
LMR Partners
United Kingdom
$50.4K
AC
845
AlphaCore Capital
California
$49.8K
CCA
846
Catalyst Capital Advisors
New York
$48.2K
ZBNA
847
Zions Bancorporation, National Association
Utah
$45K
NRWA
848
North Ridge Wealth Advisors
Oregon
$42.5K
HWM
849
Hemington Wealth Management
Virginia
$39K
EPIMS
850
Evelyn Partners Investment Management Services
$38.3K