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State Street

1,096 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 355 increasing their positions, 383 reducing their positions, and 73 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

Funds holding:

1.59% more ownership

Funds ownership: 91.21%92.8% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 383

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,096
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$720M
Puts
$136M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
876
Kelly Lawrence W & Associates
California
$135K
JFGIW
877
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$134K
BC
878
Bayforest Capital
United Kingdom
$130K
ACM
879
Aster Capital Management
United Arab Emirates
$129K
HI
880
Harbour Investments
Wisconsin
$129K
C
881
Covestor
United Kingdom
$128K
LFG
882
Larson Financial Group
Missouri
$125K
JFA
883
JNBA Financial Advisors
Minnesota
$121K
BWA
884
Basecamp Wealth Advisors
Washington
$119K
MCM
885
MV Capital Management
Maryland
$118K
CH
886
Cromwell Holdings
Wyoming
$118K
BTI
887
Blue Trust Inc
Georgia
$113K
OL
888
OneFund LLC
Florida
$112K
FAMI
889
Fideuram Asset Management (Ireland)
$111K
HFM
890
Harvest Fund Management
China
$106K
HBT
891
Hills Bank & Trust
Iowa
$105K
CFFP
892
Center for Financial Planning
Michigan
$103K
IRC
893
Investors Research Corp
Georgia
$103K
RTC
894
Riverview Trust Company
Washington
$102K
LI
895
LRI Investments
Florida
$94.8K
SIM
896
Sentry Investment Management
Wisconsin
$94K
BSB
897
Bangor Savings Bank
Maine
$92.4K
DT
898
DV Trading
Illinois
$90.3K
DMBA
899
Deseret Mutual Benefit Administrators
Utah
$90K
WA
900
WPG Advisers
Maryland
$88.8K