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State Street

969 hedge funds and large institutions have $23B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 351 increasing their positions, 338 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-20
Holders Change %
-2.02%
% of All Funds
13.17%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
104
Increased
351
Reduced
338
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
876
Rise Advisors
New York
$14.6K +$179 +2 +1%
AG
877
AmeriFlex Group
Nevada
$14.1K
PWAM
878
Private Wealth Asset Management
Iowa
$14.1K +$14.1K +157 New
SO
879
Sierra Ocean
California
$13.3K +$90 +1 +0.7%
JWA
880
JFS Wealth Advisors
Pennsylvania
$13.1K +$985 +11 +8%
IRAG
881
Investment Research & Advisory Group
Georgia
$12.7K
TH
882
TCTC Holdings
Texas
$12.7K +$6.36K +71 +100%
NSIM
883
North Star Investment Management
Illinois
$12.5K
NRG
884
Nemes Rush Group
Michigan
$11.7K
PWM
885
Puff Wealth Management
New Jersey
$11.6K +$11.6K +129 New
DIP
886
DT Investment Partners
Pennsylvania
$11.1K
CAL
887
Capital Advisors Ltd
Ohio
$11K
W
888
WealthCollab
Washington
$10.9K
AF
889
Advisornet Financial
Minnesota
$10.7K +$6.2K +69 +138%
RTL
890
Red Tortoise LLC
Georgia
$10.7K
HWA
891
HHM Wealth Advisors
Tennessee
$10.3K -$90 -1 -0.9%
SCB
892
Saudi Central Bank
Saudi Arabia
$10.3K +$10.3K +115 New
HCA
893
Harbor Capital Advisors
Illinois
$10K +$10K +115 New
BIA
894
Bell Investment Advisors
California
$9.67K
MBFW
895
Morton Brown Family Wealth
Pennsylvania
$9.57K +$9.57K +107 New
PAI
896
Pittenger & Anderson Inc
Nebraska
$9.31K
PBK
897
Peoples Bank (Kansas)
Kansas
$8.95K
JGIA
898
Jackson Grant Investment Advisers
Connecticut
$8.95K
MWM
899
Mascoma Wealth Management
New Hampshire
$8.95K
SC
900
SouthState Corp
Florida
$8.51K +$8.51K +95 New