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State Street

1,005 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 325 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:

2% more funds holding

Funds holding: 9831,005 (+22)

8% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 325

0.4% more ownership

Funds ownership: 90.63%91.03% (+0.4%)

Holders
1,005
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
MDA
851
Minot DeBlois Advisors
Massachusetts
$58K
ZBNA
852
Zions Bancorporation, National Association
Utah
$54.2K
WBC
853
West Branch Capital
Massachusetts
$52.7K
CCA
854
Catalyst Capital Advisors
New York
$50.3K
CHC
855
City Holding Co
West Virginia
$47.3K
RFP
856
Root Financial Partners
California
$46.6K
NRWA
857
North Ridge Wealth Advisors
Oregon
$46.4K
HWM
858
Hemington Wealth Management
Virginia
$46K
SC
859
Stance Capital
Massachusetts
$44.3K
TF
860
Tompkins Financial
New York
$40.6K
CSB
861
City State Bank
Iowa
$40.6K
AGWCA
862
Annis Gardner Whiting Capital Advisors
Florida
$39.4K
BGAI
863
Bruce G. Allen Investments
Colorado
$39.3K
EPIMS
864
Evelyn Partners Investment Management Services
$38.3K
FC
865
Fairscale Capital
New Hampshire
$37.7K
AG
866
AmeriFlex Group
Nevada
$36.9K
SIC
867
SJS Investment Consulting
Ohio
$36.4K
SS
868
SBI Securities
Japan
$36.1K
MWPCG
869
Measured Wealth Private Client Group
New Hampshire
$35.2K
FWA
870
Flagship Wealth Advisors
Massachusetts
$34.9K
CNBTD
871
Citizens National Bank Trust Department
Mississippi
$34.8K
FDCP
872
Foster Dykema Cabot & Partners
Massachusetts
$34.6K
ADL
873
Asset Dedication LLC
California
$34.3K
FPF
874
First Pacific Financial
Washington
$32.4K
CAL
875
Capital Analysts LLC
Pennsylvania
$31K