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State Street

1,005 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 325 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:

2% more funds holding

Funds holding: 9831,005 (+22)

8% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 325

0.4% more ownership

Funds ownership: 90.63%91.03% (+0.4%)

Holders
1,005
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
JWA
901
JFS Wealth Advisors
Pennsylvania
$16.7K
PWAM
902
Private Wealth Asset Management
Iowa
$16.4K
NSIM
903
North Star Investment Management
Illinois
$16.2K
GSWM
904
Golden State Wealth Management
California
$15.8K
AF
905
Advisornet Financial
Minnesota
$15.8K
NRG
906
Nemes Rush Group
Michigan
$15.2K
DIP
907
DT Investment Partners
Pennsylvania
$14.4K
RDFA
908
Ritter Daniher Financial Advisory
Ohio
$14.3K
W
909
WealthCollab
Washington
$14.2K
CAL
910
Capital Advisors Ltd
Ohio
$14K
RTL
911
Red Tortoise LLC
Georgia
$13.8K
HWA
912
HHM Wealth Advisors
Tennessee
$13.2K
MBFW
913
Morton Brown Family Wealth
Pennsylvania
$12.4K
NS
914
NBC Securities
Alabama
$12.2K
PAI
915
Pittenger & Anderson Inc
Nebraska
$12.1K
MWM
916
Mascoma Wealth Management
New Hampshire
$11.6K
JGIA
917
Jackson Grant Investment Advisers
Connecticut
$11.6K
WA
918
Westfuller Advisors
New York
$11.2K
CTB
919
Country Trust Bank
Illinois
$11.1K
SC
920
SouthState Corp
Florida
$11K
CA
921
CoreCap Advisors
Michigan
$10.9K
AIC
922
Archer Investment Corporation
Indiana
$10.8K
GEA
923
Glen Eagle Advisors
New Jersey
$10.6K
GTAM
924
Global Trust Asset Management
Florida
$10.2K
AP
925
Aspect Partners
Virginia
$9.98K