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State Street

1,002 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 61

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.2B (+$2.48B)

9% more funds holding

Funds holding: 9191,002 (+83)

1.6% more ownership

Funds ownership: 86.1%87.7% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

34% less call options, than puts

Call options by funds: $146M | Put options by funds: $223M

Holders
1,002
Holders Change
+83
Holders Change %
+9.03%
% of All Funds
13.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
160
Increased
295
Reduced
367
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
876
Tompkins Financial
New York
$34.4K -$31.3K -330 -49%
CSB
877
City State Bank
Iowa
$34.4K -$14.2K -150 -30%
PK
878
Pflug Koory
Nebraska
$33.9K
FC
879
Fairscale Capital
New Hampshire
$31.9K
HWM
880
Hemington Wealth Management
Virginia
$30K +$3.6K +38 +14%
TFIPS
881
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.4K
FDCP
882
Foster Dykema Cabot & Partners
Massachusetts
$29.2K
ADL
883
Asset Dedication LLC
California
$29.1K
LFG
884
Larson Financial Group
Missouri
$28.4K +$2.65K +28 +11%
TFGT
885
TS Financial Group (TSFG)
Illinois
$28K
OC
886
Oarsman Capital
Wisconsin
$25.9K +$6.06K +64 +32%
CA
887
Continuum Advisory
Idaho
$25.6K -$1.51K -16 -6%
PWMG
888
Private Wealth Management Group
New Jersey
$25.2K
AFG
889
Albion Financial Group
Utah
$25.1K +$24.2K +256 New
MCM
890
MV Capital Management
Maryland
$25K -$108K -1,136 -82%
ST
891
Smithfield Trust
Pennsylvania
$25K
AAG
892
Armstrong Advisory Group
Massachusetts
$24.5K
CYG
893
Clean Yield Group
Vermont
$24.1K
UCB
894
United Community Bank
South Carolina
$22.6K -$1.89K -20 -8%
WCM
895
WealthTrak Capital Management
Virginia
$20.7K +$20K +211 New
AWM
896
Accredited Wealth Management
Kentucky
$20.1K +$19.4K +205 New
SS
897
SBI Securities
Japan
$19.3K +$18.7K +197 New
NCM
898
Northwest Capital Management
Oregon
$19.1K
GKIM
899
GW&K Investment Management
Massachusetts
$19K
HI
900
Human Investing
Oregon
$18.7K +$18.1K +191 New

STT Hedge Fund Activity: Q4 2024 in Review

1,002 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2024, worth a combined $25.2B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new STT positions and 61 closed out — a net gain of 99 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $192M.

  • 1,002 institutional investors held State Street (STT) as of Q4 2024, up from 919 in Q3 2024.
  • Funds reported $25.2B of State Street stock for Q4 2024, up 11% quarter-over-quarter.
  • 160 funds opened new State Street positions in Q4 2024 and 61 closed out, a net change of +99 holders.
  • The largest State Street buyer in Q4 2024 was T. Rowe Price Associates, an estimated $154M added.
  • The largest State Street seller in Q4 2024 was Dodge & Cox, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2024.