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State Street

1,022 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 358 increasing their positions, 331 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 9891,022 (+33)

8% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.81%91.16% (+0.35%)

Holders
1,022
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$247M
Puts
$127M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
876
Annis Gardner Whiting Capital Advisors
Florida
$39.4K
BGAI
877
Bruce G. Allen Investments
Colorado
$39.3K
EPIMS
878
Evelyn Partners Investment Management Services
$38.3K
FC
879
Fairscale Capital
New Hampshire
$37.7K
AG
880
AmeriFlex Group
Nevada
$36.9K
SIC
881
SJS Investment Consulting
Ohio
$36.4K
SS
882
SBI Securities
Japan
$36.1K
MWPCG
883
Measured Wealth Private Client Group
New Hampshire
$35.2K
FWA
884
Flagship Wealth Advisors
Massachusetts
$34.9K
CNBTD
885
Citizens National Bank Trust Department
Mississippi
$34.8K
FDCP
886
Foster Dykema Cabot & Partners
Massachusetts
$34.6K
ADL
887
Asset Dedication LLC
California
$34.3K
FPF
888
First Pacific Financial
Washington
$32.4K
CAL
889
Capital Analysts LLC
Pennsylvania
$31K
HFM
890
Harvest Fund Management
China
$30K
PWMG
891
Private Wealth Management Group
New Jersey
$29.8K
AAG
892
Armstrong Advisory Group
Massachusetts
$29.7K
AFG
893
Albion Financial Group
Utah
$29.7K
TWD
894
True Wealth Design
Ohio
$29.4K
ST
895
Smithfield Trust
Pennsylvania
$29K
GBT
896
Grove Bank & Trust
Florida
$28.9K
JWM
897
JPL Wealth Management
Colorado
$28.7K
UCB
898
United Community Bank
South Carolina
$28.1K
CYG
899
Clean Yield Group
Vermont
$26.7K
GKIM
900
GW&K Investment Management
Massachusetts
$24K