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State Street

1,082 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 352 increasing their positions, 382 reducing their positions, and 74 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:

1.58% more ownership

Funds ownership: 91.16%92.74% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,082
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
BTWM
826
Baker Tilly Wealth Management
Wisconsin
$222K
MWM
827
Modern Wealth Management
Kansas
$222K
DWA
828
Douglass Winthrop Advisors
New York
$220K
SCM
829
Schnieders Capital Management
California
$219K
SIC
830
Sage Investment Counsel
Tennessee
$219K
TCWA
831
Turtle Creek Wealth Advisors
Texas
$219K
7WCP
832
71 West Capital Partners
Massachusetts
$219K
GLF
833
Groupe la Francaise
France
$218K
CP
834
Creekside Partners
California
$217K
RCAG
835
Rehmann Capital Advisory Group
Michigan
$213K
UB
836
UMB Bank
Missouri
$213K
MCM
837
Manchester Capital Management
Vermont
$213K
TAM
838
Trillium Asset Management
Massachusetts
$211K
TPCW
839
TD Private Client Wealth
New York
$208K
SCM
840
Shelton Capital Management
Colorado
$207K
GPA
841
Garrison Point Advisors
California
$206K
SMA
842
Seven Mile Advisory
New Jersey
$206K
MWM
843
Mission Wealth Management
California
$206K
PWPS
844
Pinnacle Wealth Planning Services
Ohio
$206K
CNBOF
845
City National Bank of Florida
Florida
$205K
RA
846
Ransom Advisory
Rhode Island
$205K
NL
847
NWAM LLC
Washington
$202K
KF
848
Krilogy Financial
Missouri
$201K
HIP
849
Harrell Investment Partners
Texas
$201K
MGI
850
Miller Global Investments
Texas
$200K