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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.14%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$504M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
CFP
3
Catalyst Financial Partners
Massachusetts
$281M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$860M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Amundi
1
Amundi
France
$112M
2
EB
2
Eastern Bank
Massachusetts
$4.39M
3
Capital International Investors
3
Capital International Investors
California
$312M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
851
Tompkins Financial
New York
$37.2K – – –
BGAI
852
Bruce G. Allen Investments
Colorado
$36.5K – – –
FC
853
Fairscale Capital
New Hampshire
$36.3K – – –
CNBTD
854
Citizens National Bank Trust Department
Mississippi
$31.9K – – –
FDCP
855
Foster Dykema Cabot & Partners
Massachusetts
$31.7K – – –
ADL
856
Asset Dedication LLC
California
$31.5K – – –
SS
857
SBI Securities
Japan
$30.3K +$8.83K +83 +41%
FPF
858
First Pacific Financial
Washington
$29.7K – – –
CAL
859
Capital Analysts LLC
Pennsylvania
$29K -$1.07K -10 -4%
UCB
860
United Community Bank
South Carolina
$28.6K +$532 +5 +2%
PWMG
861
Private Wealth Management Group
New Jersey
$27.3K – – –
AFG
862
Albion Financial Group
Utah
$27.2K – – –
AAG
863
Armstrong Advisory Group
Massachusetts
$27.1K +$426 +4 +2%
AGWCA
864
Annis Gardner Whiting Capital Advisors
Florida
$26.2K – – –
ST
865
Smithfield Trust
Pennsylvania
$26K – – –
GBT
866
Grove Bank & Trust
Florida
$24.6K +$6.91K +65 +39%
CYG
867
Clean Yield Group
Vermont
$24.5K – – –
NC
868
NewSquare Capital
Pennsylvania
$23.9K +$2.45K +23 +11%
OAJ
869
Ogorek Anthony Joseph
New York
$23K +$5.44K +52 +31%
GKIM
870
GW&K Investment Management
Massachusetts
$22K +$1.27K +12 +6%
NCM
871
Northwest Capital Management
Oregon
$20.7K – – –
PK
872
Pflug Koory
Nebraska
$20.7K – – –
SSG
873
Summit Securities Group
New York
$20.4K -$55.5K -522 -73%
TCOT
874
Trust Company of Toledo
Ohio
$19.4K +$19.4K +182 New
FMTCOCP
875
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K – – –
33 34
35
36 37