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State Street

1,096 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 355 increasing their positions, 383 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:

1.59% more ownership

Funds ownership: 91.21%92.8% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 383

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,096
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
EFG
826
Ethos Financial Group
Pennsylvania
$228K
FWIA
827
Fort Washington Investment Advisors
Ohio
$228K
IAS
828
Insigneo Advisory Services
Florida
$227K
WRPWM
829
Werba Rubin Papier Wealth Management
California
$223K
DTL
830
Dynamic Technology Lab
Singapore
$223K
PP
831
PDS Planning
Ohio
$222K
BTWM
832
Baker Tilly Wealth Management
Wisconsin
$222K
MWM
833
Modern Wealth Management
Kansas
$222K
DWA
834
Douglass Winthrop Advisors
New York
$220K
SIC
835
Sage Investment Counsel
Tennessee
$219K
SCM
836
Schnieders Capital Management
California
$219K
TCWA
837
Turtle Creek Wealth Advisors
Texas
$219K
7WCP
838
71 West Capital Partners
Massachusetts
$219K
GLF
839
Groupe la Francaise
France
$218K
CP
840
Creekside Partners
California
$217K
RCAG
841
Rehmann Capital Advisory Group
Michigan
$213K
UB
842
UMB Bank
Missouri
$213K
MCM
843
Manchester Capital Management
Vermont
$213K
TAM
844
Trillium Asset Management
Massachusetts
$211K
TPCW
845
TD Private Client Wealth
New York
$208K
SCM
846
Shelton Capital Management
Colorado
$207K
GPA
847
Garrison Point Advisors
California
$206K
SMA
848
Seven Mile Advisory
New Jersey
$206K
MWM
849
Mission Wealth Management
California
$206K
PWPS
850
Pinnacle Wealth Planning Services
Ohio
$206K