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State Street

969 hedge funds and large institutions have $23B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 351 increasing their positions, 338 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-20
Holders Change %
-2.02%
% of All Funds
13.17%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
104
Increased
351
Reduced
338
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FPF
851
First Pacific Financial
Washington
$25K +$25K +279 New
AAG
852
Armstrong Advisory Group
Massachusetts
$24.5K
UCB
853
United Community Bank
South Carolina
$23.6K +$3.04K +34 +15%
PWMG
854
Private Wealth Management Group
New Jersey
$23K
AFG
855
Albion Financial Group
Utah
$22.9K
CA
856
CoreCap Advisors
Michigan
$22.6K +$17.3K +193 +327%
AGWCA
857
Annis Gardner Whiting Capital Advisors
Florida
$22K -$71.6K -800 -76%
M
858
MOTCO
Texas
$21.2K +$14.1K +157 +196%
ST
859
Smithfield Trust
Pennsylvania
$21K
CYG
860
Clean Yield Group
Vermont
$20.6K -$1.43K -16 -7%
AC
861
AlphaCore Capital
California
$20.6K +$20.6K +230 New
NS
862
NBC Securities
Alabama
$19K +$19K +220 New
AWM
863
Accredited Wealth Management
Kentucky
$18.4K
SS
864
SBI Securities
Japan
$18.1K +$448 +5 +3%
NC
865
NewSquare Capital
Pennsylvania
$18.1K +$7.34K +82 +68%
GKIM
866
GW&K Investment Management
Massachusetts
$18K +$643 +7 +4%
PK
867
Pflug Koory
Nebraska
$17.5K -$13.4K -150 -43%
NCM
868
Northwest Capital Management
Oregon
$17.5K
FMTCOCP
869
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K
BWL
870
Bogart Wealth LLC
Virginia
$15.6K +$717 +8 +5%
OAJ
871
Ogorek Anthony Joseph
New York
$15K +$15K +168 New
CBT
872
Crews Bank & Trust
Florida
$15K
GBT
873
Grove Bank & Trust
Florida
$14.9K
GSWM
874
Golden State Wealth Management
California
$14.9K
SC
875
Stephens Consulting
Michigan
$14.7K +$14.7K +164 New