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State Street

1,074 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 350 increasing their positions, 382 reducing their positions, and 72 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:

1.23% more ownership

Funds ownership: 91.17%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,074
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
SCM
826
Schnieders Capital Management
California
$219K
SIC
827
Sage Investment Counsel
Tennessee
$219K
TCWA
828
Turtle Creek Wealth Advisors
Texas
$219K
7WCP
829
71 West Capital Partners
Massachusetts
$219K
GLF
830
Groupe la Francaise
France
$218K
CP
831
Creekside Partners
California
$217K
UB
832
UMB Bank
Missouri
$213K
MCM
833
Manchester Capital Management
Vermont
$213K
TAM
834
Trillium Asset Management
Massachusetts
$211K
TPCW
835
TD Private Client Wealth
New York
$208K
SCM
836
Shelton Capital Management
Colorado
$207K
GPA
837
Garrison Point Advisors
California
$206K
SMA
838
Seven Mile Advisory
New Jersey
$206K
MWM
839
Mission Wealth Management
California
$206K
PWPS
840
Pinnacle Wealth Planning Services
Ohio
$206K
CNBOF
841
City National Bank of Florida
Florida
$205K
RA
842
Ransom Advisory
Rhode Island
$205K
NL
843
NWAM LLC
Washington
$202K
KF
844
Krilogy Financial
Missouri
$201K
HIP
845
Harrell Investment Partners
Texas
$201K
MGI
846
Miller Global Investments
Texas
$200K
OIAM
847
OFI Invest Asset Management
France
$200K
WETS
848
Wealth Enhancement Trust Services
South Dakota
$191K
PFSC
849
Peoples Financial Services Corp
Pennsylvania
$184K
TM
850
Torren Management
California
$184K