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State Street
STT

Overview Fund Activity

989 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 290 increasing their positions, 366 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
+78
Holders Change %
+8.56%
% of All Funds
13.17%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
155
Increased
290
Reduced
366
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$227M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$685M
3
ACL
Azora Capital LP
Florida
$80.3M
4
UBS Group
UBS Group
Switzerland
$158M
5
Northern Trust
Northern Trust
Illinois
$407M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$729M
2
BlackRock
BlackRock
New York
$2.47B
3
A
AustralianSuper
Australia
$12.8M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$3.74M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
876
TS Financial Group (TSFG)
Illinois
$28K – – –
OC
877
Oarsman Capital
Wisconsin
$25.9K +$6.28K +64 +32%
CA
878
Continuum Advisory
Idaho
$25.6K -$1.57K -16 -6%
PWMG
879
Private Wealth Management Group
New Jersey
$25.2K – – –
AFG
880
Albion Financial Group
Utah
$25.1K +$25.1K +256 New
MCM
881
MV Capital Management
Maryland
$25K -$112K -1,136 -82%
ST
882
Smithfield Trust
Pennsylvania
$25K – – –
AAG
883
Armstrong Advisory Group
Massachusetts
$24.5K – – –
CYG
884
Clean Yield Group
Vermont
$24.1K – – –
UCB
885
United Community Bank
South Carolina
$22.6K -$1.96K -20 -8%
WCM
886
WealthTrak Capital Management
Virginia
$20.7K +$20.7K +211 New
AWM
887
Accredited Wealth Management
Kentucky
$20.1K +$20.1K +205 New
SS
888
SBI Securities
Japan
$19.3K +$19.3K +197 New
NCM
889
Northwest Capital Management
Oregon
$19.1K – – –
GKIM
890
GW&K Investment Management
Massachusetts
$19K – – –
HI
891
Human Investing
Oregon
$18.7K +$18.7K +191 New
FMTCOCP
892
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K – – –
CBT
893
Crews Bank & Trust
Florida
$16.4K +$16.4K +167 New
GBT
894
Grove Bank & Trust
Florida
$16.3K +$11.4K +116 +232%
GSWM
895
Golden State Wealth Management
California
$16.3K +$16.3K +166 New
BWL
896
Bogart Wealth LLC
Virginia
$16.3K +$196 +2 +1%
AG
897
AmeriFlex Group
Nevada
$16K +$16K +157 New
RA
898
Rise Advisors
New York
$15.9K +$98 +1 +0.6%
WWA
899
Wingate Wealth Advisors
Massachusetts
$15.5K +$15.5K +158 New
ZB
900
Zions Bancorporation
Utah
$15.4K -$6.18K -63 -29%
34 35
36
37 38