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State Street

1,027 hedge funds and large institutions have $30.3B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 360 increasing their positions, 331 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $247M | Put options by funds: $127M

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

10% more capital invested

Capital invested by funds: $27.6B → $30.3B (+$2.7B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 9921,027 (+35)

9% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.86%91.21% (+0.35%)

Holders
1,027
Holders Change
+35
Holders Change %
+3.53%
% of All Funds
13.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
118
Increased
360
Reduced
331
Closed
69
Calls
$247M
Puts
$127M
Net Calls
+$119M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
NRWA
876
North Ridge Wealth Advisors
Oregon
$46.4K
HWM
877
Hemington Wealth Management
Virginia
$46K +$2.79K +25 +7%
SC
878
Stance Capital
Massachusetts
$44.3K +$42.6K +382 New
CSB
879
City State Bank
Iowa
$40.6K
TF
880
Tompkins Financial
New York
$40.6K
AGWCA
881
Annis Gardner Whiting Capital Advisors
Florida
$39.4K +$10.5K +94 +38%
BGAI
882
Bruce G. Allen Investments
Colorado
$39.3K -$446 -4 -1%
EPIMS
883
Evelyn Partners Investment Management Services
$38.3K -$3.35K -30 -8%
FC
884
Fairscale Capital
New Hampshire
$37.7K
AG
885
AmeriFlex Group
Nevada
$36.9K +$18K +161 +103%
SIC
886
SJS Investment Consulting
Ohio
$36.4K +$33.5K +300 +2,143%
SS
887
SBI Securities
Japan
$36.1K +$2.9K +26 +9%
MWPCG
888
Measured Wealth Private Client Group
New Hampshire
$35.2K +$33.8K +303 New
FWA
889
Flagship Wealth Advisors
Massachusetts
$34.9K +$33.6K +301 New
CNBTD
890
Citizens National Bank Trust Department
Mississippi
$34.8K
FDCP
891
Foster Dykema Cabot & Partners
Massachusetts
$34.6K
ADL
892
Asset Dedication LLC
California
$34.3K
FPF
893
First Pacific Financial
Washington
$32.4K
CAL
894
Capital Analysts LLC
Pennsylvania
$31K
HFM
895
Harvest Fund Management
China
$30K -$87.7K -786 -75%
PWMG
896
Private Wealth Management Group
New Jersey
$29.8K
AAG
897
Armstrong Advisory Group
Massachusetts
$29.7K +$223 +2 +0.8%
AFG
898
Albion Financial Group
Utah
$29.7K
TWD
899
True Wealth Design
Ohio
$29.4K +$17.6K +158 +166%
ST
900
Smithfield Trust
Pennsylvania
$29K

STT Hedge Fund Activity: Q3 2025 in Review

1,027 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2025, worth a combined $30.3B — up 9.8% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new STT positions and 69 closed out — a net gain of 49 holders — while 360 added to existing stakes and 331 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $312M. The largest seller was Catalyst Financial Partners, cutting an estimated $179M.

  • 1,027 institutional investors held State Street (STT) as of Q3 2025, up from 992 in Q2 2025.
  • Funds reported $30.3B of State Street stock for Q3 2025, up 9.8% quarter-over-quarter.
  • 118 funds opened new State Street positions in Q3 2025 and 69 closed out, a net change of +49 holders.
  • The largest State Street buyer in Q3 2025 was Regents of the University of California, an estimated $312M added.
  • The largest State Street seller in Q3 2025 was Catalyst Financial Partners, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2025.