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State Street

984 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 353 increasing their positions, 366 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.6% more ownership

Funds ownership: 89.11%90.71% (+1.6%)

1% more funds holding

Funds holding: 972984 (+12)

4% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 366

Holders
984
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$429M
Puts
$122M
Net Calls
Net Calls Change

Top Buyers

1 +$448M
2 +$330M
3 +$281M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.2M

Top Sellers

1 -$358M
2 -$314M
3 -$152M
4
BlackRock
BlackRock
New York
-$100M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
876
Trust Company of Toledo
Ohio
$19.4K
FMTCOCP
877
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K
BWL
878
Bogart Wealth LLC
Virginia
$18.7K
CBT
879
Crews Bank & Trust
Florida
$17.8K
GSWM
880
Golden State Wealth Management
California
$17.7K
RA
881
Rise Advisors
New York
$17.5K
BIA
882
Bell Investment Advisors
California
$16.7K
GC
883
GFG Capital
Florida
$16.7K
AG
884
AmeriFlex Group
Nevada
$16.5K
SWP
885
Strategic Wealth Partners
Ohio
$16.5K
SO
886
Sierra Ocean
California
$15.8K
JWA
887
JFS Wealth Advisors
Pennsylvania
$15.3K
IRAG
888
Investment Research & Advisory Group
Georgia
$15.1K
PWAM
889
Private Wealth Asset Management
Iowa
$15K
NSIM
890
North Star Investment Management
Illinois
$14.9K
SC
891
Stephens Consulting
Michigan
$14.8K
AF
892
Advisornet Financial
Minnesota
$14.4K
AA
893
Addison Advisors
Vermont
$14.3K
PWM
894
Puff Wealth Management
New Jersey
$13.9K
NRG
895
Nemes Rush Group
Michigan
$13.9K
DIP
896
DT Investment Partners
Pennsylvania
$13.2K
W
897
WealthCollab
Washington
$13K
SC
898
SouthState Corp
Florida
$13K
RTL
899
Red Tortoise LLC
Georgia
$12.7K
TPWA
900
Twin Peaks Wealth Advisors
California
$12.5K