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State Street

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.14%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
876
Bogart Wealth LLC
Virginia
$18.7K +$212 +2 +1%
CBT
877
Crews Bank & Trust
Florida
$17.8K
GSWM
878
Golden State Wealth Management
California
$17.7K
RA
879
Rise Advisors
New York
$17.5K +$106 +1 +0.6%
BIA
880
Bell Investment Advisors
California
$16.7K +$5.21K +49 +45%
GC
881
GFG Capital
Florida
$16.7K +$16.7K +157 New
AG
882
AmeriFlex Group
Nevada
$16.5K
SWP
883
Strategic Wealth Partners
Ohio
$16.5K +$16.5K +155 New
SO
884
Sierra Ocean
California
$15.8K
JWA
885
JFS Wealth Advisors
Pennsylvania
$15.3K -$213 -2 -1%
IRAG
886
Investment Research & Advisory Group
Georgia
$15.1K
PWAM
887
Private Wealth Asset Management
Iowa
$15K -$1.7K -16 -10%
NSIM
888
North Star Investment Management
Illinois
$14.9K
SC
889
Stephens Consulting
Michigan
$14.8K -$2.66K -25 -15%
AF
890
Advisornet Financial
Minnesota
$14.4K +$1.8K +17 +14%
AA
891
Addison Advisors
Vermont
$14.3K +$5.74K +54 +68%
PWM
892
Puff Wealth Management
New Jersey
$13.9K +$213 +2 +2%
NRG
893
Nemes Rush Group
Michigan
$13.9K
DIP
894
DT Investment Partners
Pennsylvania
$13.2K
W
895
WealthCollab
Washington
$13K
SC
896
SouthState Corp
Florida
$13K +$2.87K +27 +28%
RTL
897
Red Tortoise LLC
Georgia
$12.7K
TPWA
898
Twin Peaks Wealth Advisors
California
$12.5K +$12.5K +112 New
HWA
899
HHM Wealth Advisors
Tennessee
$12.1K -$106 -1 -0.9%
CAL
900
Capital Advisors Ltd
Ohio
$12K -$513 -5 -4%