We are live on ! Find out more
STT icon

State Street

986 hedge funds and large institutions have $23.2B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 354 increasing their positions, 347 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $140M | Put options by funds: $120M

2.33% more ownership

Funds ownership: 87.7%90.03% (+2.3%)

2% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 347

3% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,002986 (-16)

8% less capital invested

Capital invested by funds: $25.2B → $23.2B (-$2.02B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
986
Holders Change
-16
Holders Change %
-1.6%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
101
Increased
354
Reduced
347
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
851
CVA Family Office
Colorado
$34.4K -$7.74K -81 -17%
EPIMS
852
Evelyn Partners Investment Management Services
$32.2K
CSB
853
City State Bank
Iowa
$31.3K
TF
854
Tompkins Financial
New York
$31.3K
HWM
855
Hemington Wealth Management
Virginia
$31K +$4.11K +43 +14%
BGAI
856
Bruce G. Allen Investments
Colorado
$30.7K -$3.06K -32 -9%
FC
857
Fairscale Capital
New Hampshire
$29.1K
LSA
858
Leonteq Securities AG
Switzerland
$27.3K -$19.3K -202 -40%
CNBTD
859
Citizens National Bank Trust Department
Mississippi
$26.9K -$9.55K -100 -25%
AAP
860
Arax Advisory Partners
Colorado
$26.7K -$6.4K -67 -18%
FDCP
861
Foster Dykema Cabot & Partners
Massachusetts
$26.7K
ADL
862
Asset Dedication LLC
California
$26.5K
CAL
863
Capital Analysts LLC
Pennsylvania
$25K +$26.2K +274 +3,914%
FPF
864
First Pacific Financial
Washington
$25K +$26.7K +279 New
AAG
865
Armstrong Advisory Group
Massachusetts
$24.5K
UCB
866
United Community Bank
South Carolina
$23.6K +$3.25K +34 +15%
PWMG
867
Private Wealth Management Group
New Jersey
$23K
AFG
868
Albion Financial Group
Utah
$22.9K
CA
869
CoreCap Advisors
Michigan
$22.6K +$18.4K +193 +327%
AGWCA
870
Annis Gardner Whiting Capital Advisors
Florida
$22K -$76.4K -800 -76%
M
871
MOTCO
Texas
$21.2K +$15K +157 +196%
ST
872
Smithfield Trust
Pennsylvania
$21K
CYG
873
Clean Yield Group
Vermont
$20.6K -$1.53K -16 -7%
AC
874
AlphaCore Capital
California
$20.6K +$22K +230 New
NS
875
NBC Securities
Alabama
$19K +$21K +220 New

STT Hedge Fund Activity: Q1 2025 in Review

986 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2025, worth a combined $23.2B — down 8% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of STT and 101 opened new positions — a net loss of 3 holders — while 347 trimmed existing stakes and 354 added.

The largest buyer was Eastern Bank, adding an estimated $282M. The largest seller was Amundi, cutting an estimated $117M.

  • 986 institutional investors held State Street (STT) as of Q1 2025, down from 1,002 in Q4 2024.
  • Funds reported $23.2B of State Street stock for Q1 2025, down 8% quarter-over-quarter.
  • 101 funds opened new State Street positions in Q1 2025 and 104 closed out, a net change of -3 holders.
  • The largest State Street buyer in Q1 2025 was Eastern Bank, an estimated $282M added.
  • The largest State Street seller in Q1 2025 was Amundi, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2025.