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State Street

1,002 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 61

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.2B (+$2.48B)

9% more funds holding

Funds holding: 9191,002 (+83)

1.6% more ownership

Funds ownership: 86.1%87.7% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

34% less call options, than puts

Call options by funds: $146M | Put options by funds: $223M

Holders
1,002
Holders Change
+83
Holders Change %
+9.03%
% of All Funds
13.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
160
Increased
295
Reduced
367
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RS
851
R Squared
Hong Kong
$57.9K +$55.9K +590 New
AssetMark Inc
852
AssetMark Inc
California
$56.6K -$437K -4,616 -89%
HIMS
853
Hager Investment Management Services
New Hampshire
$55.9K +$54K +570 New
T
854
TOBAM
France
$54K -$30.4K -321 -37%
CFG
855
CKW Financial Group
Hawaii
$54K -$18.9K -200 -27%
SAM
856
S.A. Mason
Michigan
$54K
SCM
857
Silvant Capital Management
Georgia
$53.8K
1IA
858
1620 Investment Advisors
Massachusetts
$50.9K -$56.8K -600 -54%
LSA
859
Leonteq Securities AG
Switzerland
$49.8K +$3.13K +33 +7%
FF
860
Friedenthal Financial
New Jersey
$49.5K +$47.7K +504 New
CT
861
Coastline Trust
Rhode Island
$49.1K
DSC
862
Duncker Streett & Co
Missouri
$49.1K
MDA
863
Minot DeBlois Advisors
Massachusetts
$49.1K +$47.4K +500 New
Loomis, Sayles & Company
864
Loomis, Sayles & Company
Massachusetts
$47K +$29.5K +311 +187%
CIAM
865
Caitong International Asset Management
Hong Kong
$46K +$44.4K +469 New
C
866
Covestor
United Kingdom
$46K -$43.8K -462 -50%
CFO
867
CVA Family Office
Colorado
$45.6K +$8.24K +87 +23%
CAS
868
Coppell Advisory Solutions
Texas
$41.9K +$39K +412 +2,943%
KBFS
869
Kohmann Bosshard Financial Services
Ohio
$41.5K +$40.1K +423 New
CFGS
870
Concourse Financial Group Securities
Alabama
$40.6K +$37.5K +396 +1,800%
CNBTD
871
Citizens National Bank Trust Department
Mississippi
$39.3K
NRWA
872
North Ridge Wealth Advisors
Oregon
$39.3K +$37.9K +400 New
BGAI
873
Bruce G. Allen Investments
Colorado
$36.8K -$379 -4 -1%
AAP
874
Arax Advisory Partners
Colorado
$35.8K +$5.78K +61 +20%
EPIMS
875
Evelyn Partners Investment Management Services
$35.3K +$34.1K +360 New

STT Hedge Fund Activity: Q4 2024 in Review

1,002 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2024, worth a combined $25.2B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new STT positions and 61 closed out — a net gain of 99 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $192M.

  • 1,002 institutional investors held State Street (STT) as of Q4 2024, up from 919 in Q3 2024.
  • Funds reported $25.2B of State Street stock for Q4 2024, up 11% quarter-over-quarter.
  • 160 funds opened new State Street positions in Q4 2024 and 61 closed out, a net change of +99 holders.
  • The largest State Street buyer in Q4 2024 was T. Rowe Price Associates, an estimated $154M added.
  • The largest State Street seller in Q4 2024 was Dodge & Cox, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2024.