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State Street

986 hedge funds and large institutions have $23.2B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 354 increasing their positions, 347 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $140M | Put options by funds: $120M

2.33% more ownership

Funds ownership: 87.7%90.03% (+2.3%)

2% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 347

3% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,002986 (-16)

8% less capital invested

Capital invested by funds: $25.2B → $23.2B (-$2.02B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
986
Holders Change
-16
Holders Change %
-1.6%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
101
Increased
354
Reduced
347
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
876
Accredited Wealth Management
Kentucky
$18.4K
SS
877
SBI Securities
Japan
$18.1K +$478 +5 +3%
NC
878
NewSquare Capital
Pennsylvania
$18.1K +$7.83K +82 +68%
GKIM
879
GW&K Investment Management
Massachusetts
$18K +$669 +7 +4%
PK
880
Pflug Koory
Nebraska
$17.5K -$14.3K -150 -43%
NCM
881
Northwest Capital Management
Oregon
$17.5K
FMTCOCP
882
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K
BWL
883
Bogart Wealth LLC
Virginia
$15.6K +$764 +8 +5%
OAJ
884
Ogorek Anthony Joseph
New York
$15K +$16K +168 New
CBT
885
Crews Bank & Trust
Florida
$15K
GBT
886
Grove Bank & Trust
Florida
$14.9K
GSWM
887
Golden State Wealth Management
California
$14.9K
SC
888
Stephens Consulting
Michigan
$14.7K +$15.7K +164 New
RA
889
Rise Advisors
New York
$14.6K +$191 +2 +1%
AG
890
AmeriFlex Group
Nevada
$14.1K
PWAM
891
Private Wealth Asset Management
Iowa
$14.1K +$15K +157 New
SO
892
Sierra Ocean
California
$13.3K +$96 +1 +0.7%
JWA
893
JFS Wealth Advisors
Pennsylvania
$13.1K +$1.05K +11 +8%
IRAG
894
Investment Research & Advisory Group
Georgia
$12.7K
TH
895
TCTC Holdings
Texas
$12.7K +$6.78K +71 +100%
NSIM
896
North Star Investment Management
Illinois
$12.5K
NRG
897
Nemes Rush Group
Michigan
$11.7K
PWM
898
Puff Wealth Management
New Jersey
$11.6K +$12.3K +129 New
DIP
899
DT Investment Partners
Pennsylvania
$11.1K
CAL
900
Capital Advisors Ltd
Ohio
$11K

STT Hedge Fund Activity: Q1 2025 in Review

986 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2025, worth a combined $23.2B — down 8% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of STT and 101 opened new positions — a net loss of 3 holders — while 347 trimmed existing stakes and 354 added.

The largest buyer was Eastern Bank, adding an estimated $282M. The largest seller was Amundi, cutting an estimated $117M.

  • 986 institutional investors held State Street (STT) as of Q1 2025, down from 1,002 in Q4 2024.
  • Funds reported $23.2B of State Street stock for Q1 2025, down 8% quarter-over-quarter.
  • 101 funds opened new State Street positions in Q1 2025 and 104 closed out, a net change of -3 holders.
  • The largest State Street buyer in Q1 2025 was Eastern Bank, an estimated $282M added.
  • The largest State Street seller in Q1 2025 was Amundi, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2025.