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State Street

825 hedge funds and large institutions have $19.9B invested in State Street in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 283 increasing their positions, 293 reducing their positions, and 68 closing their positions.

Holders
825
Holders Change
-9
Holders Change %
-1.08%
% of All Funds
14.27%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
66
Increased
283
Reduced
293
Closed
68
Calls
$75.4M
Puts
$46.8M
Net Calls
+$28.6M
Net Calls Change
+$25M
Name Market Value Shares Shares
Change
Shares
Change %
CTB
876
Country Trust Bank
Illinois
-46 Closed
GWMIA
877
Global Wealth Management Investment Advisory
Florida
-42 Closed
TCWM
878
Total Clarity Wealth Management
Illinois
-39 Closed
SFG
879
Steward Financial Group
Texas
-31 Closed
BC
880
Burleson & Co
California
-21 Closed
MSFP
881
Mark Sheptoff Financial Planning
Connecticut
-20 Closed
CA
882
CoreCap Advisors
Michigan
-18 Closed
BCWM
883
Bartlett & Co Wealth Management
Ohio
-15 Closed
BC
884
Bartlett & Co
Ohio
-15 Closed
CWM
885
Curi Wealth Management
North Carolina
-10 Closed
SWA
886
SOA Wealth Advisors
New York
$0 11 -1 -8%
AW
887
ACG Wealth
Georgia
-1 Closed
AA
888
Addison Advisors
Vermont
$0 5
CFGS
889
Concourse Financial Group Securities
Alabama
$0 3
VNA
890
Valley National Advisers
Pennsylvania
$0 6
BA
891
Bellwether Advisors
Nebraska
$0 14
OLVIG
892
Oliver Lagore Vanvalin Investment Group
Michigan
$0 5
Group One Trading
893
Group One Trading
Illinois
Capital Fund Management (CFM)
894
Capital Fund Management (CFM)
France
EAM
895
Erste Asset Management
Austria
LF
896
Lee Financial
Texas
$0 8 +8 New