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State Street
STT

Overview Fund Activity

989 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 290 increasing their positions, 366 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
+78
Holders Change %
+8.56%
% of All Funds
13.17%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
155
Increased
290
Reduced
366
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$227M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$685M
3
ACL
Azora Capital LP
Florida
$80.3M
4
UBS Group
UBS Group
Switzerland
$158M
5
Northern Trust
Northern Trust
Illinois
$407M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$729M
2
BlackRock
BlackRock
New York
$2.47B
3
A
AustralianSuper
Australia
$12.8M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$3.74M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
851
1620 Investment Advisors
Massachusetts
$50.9K -$58.9K -600 -54%
FF
852
Friedenthal Financial
New Jersey
$49.5K +$49.5K +504 New
CT
853
Coastline Trust
Rhode Island
$49.1K – – –
DSC
854
Duncker Streett & Co
Missouri
$49.1K – – –
MDA
855
Minot DeBlois Advisors
Massachusetts
$49.1K +$49.1K +500 New
Loomis, Sayles & Company
856
Loomis, Sayles & Company
Massachusetts
$47K +$30.6K +311 +187%
CIAM
857
Caitong International Asset Management
Hong Kong
$46K +$46K +469 New
C
858
Covestor
United Kingdom
$46K -$45.7K -462 -50%
CFO
859
CVA Family Office
Colorado
$45.6K +$8.54K +87 +23%
CAS
860
Coppell Advisory Solutions
Texas
$41.9K +$40.5K +412 +2,943%
KBFS
861
Kohmann Bosshard Financial Services
Ohio
$41.5K +$41.5K +423 New
CFGS
862
Concourse Financial Group Securities
Alabama
$40.6K +$38.5K +396 +1,800%
CNBTD
863
Citizens National Bank Trust Department
Mississippi
$39.3K – – –
NRWA
864
North Ridge Wealth Advisors
Oregon
$39.3K +$39.3K +400 New
BGAI
865
Bruce G. Allen Investments
Colorado
$36.8K -$393 -4 -1%
AAP
866
Arax Advisory Partners
Colorado
$35.8K +$5.99K +61 +20%
TF
867
Tompkins Financial
New York
$34.4K -$32.4K -330 -49%
CSB
868
City State Bank
Iowa
$34.4K -$14.7K -150 -30%
PK
869
Pflug Koory
Nebraska
$33.9K – – –
FC
870
Fairscale Capital
New Hampshire
$31.9K – – –
HWM
871
Hemington Wealth Management
Virginia
$30K +$3.63K +38 +14%
TFIPS
872
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.4K – – –
FDCP
873
Foster Dykema Cabot & Partners
Massachusetts
$29.2K – – –
ADL
874
Asset Dedication LLC
California
$29.1K – – –
LFG
875
Larson Financial Group
Missouri
$28.4K +$2.75K +28 +11%
33 34
35
36 37