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State Street

1,022 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 358 increasing their positions, 331 reducing their positions, and 69 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 in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 9891,022 (+33)

8% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.81%91.16% (+0.35%)

Holders
1,022
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$247M
Puts
$127M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
826
TD Waterhouse Canada
Ontario, Canada
$125K
OIAM
827
OFI Invest Asset Management
France
$122K
KLWA
828
Kelly Lawrence W & Associates
California
$122K
LI
829
LRI Investments
Florida
$119K
O
830
Ossiam
France
$119K
HI
831
Harbour Investments
Wisconsin
$117K
JFA
832
JNBA Financial Advisors
Minnesota
$117K
LFG
833
Larson Financial Group
Missouri
$115K
BTI
834
Blue Trust Inc
Georgia
$111K
CH
835
Cromwell Holdings
Wyoming
$106K
WA
836
WPG Advisers
Maryland
$106K
JFGIW
837
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96.9K
IA
838
IFP Advisors
Florida
$95.8K
OL
839
OneFund LLC
Florida
$95.3K
IRC
840
Investors Research Corp
Georgia
$92.8K
CFFP
841
Center for Financial Planning
Michigan
$92.8K
RTC
842
Riverview Trust Company
Washington
$92K
MCM
843
MV Capital Management
Maryland
$89.4K
MEG
844
Millstone Evans Group
Colorado
$88.7K
HFS
845
Hantz Financial Services
Michigan
$87K
SIM
846
Sentry Investment Management
Wisconsin
$85K
SVWA
847
Sarver Vrooman Wealth Advisors
Missouri
$84.1K
BSB
848
Bangor Savings Bank
Maine
$83.1K
CWM
849
Crowley Wealth Management
Delaware
$81.7K
DMBA
850
Deseret Mutual Benefit Administrators
Utah
$81K