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State Street

974 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, 348 increasing their positions, 363 reducing their positions, and 74 closing their positions.

Holders
974
Holders Change
+5
Holders Change %
+0.52%
% of All Funds
13.08%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
98
Increased
348
Reduced
363
Closed
74
Calls
$376M
Puts
$96.2M
Net Calls
+$280M
Net Calls Change
+$260M
Name Market Value Shares Shares
Change
Shares
Change %
MWM
901
Mascoma Wealth Management
New Hampshire
$10.6K 100
TCM
902
Traub Capital Management
Massachusetts
$10.6K 100 +100 New
AAS
903
Ameritas Advisory Services
Nebraska
$10.3K 97 +97 New
TWD
904
True Wealth Design
Ohio
$10.1K 95 +29 +44%
NS
905
NBC Securities
Alabama
$10K 96 -124 -56%
AIC
906
Archer Investment Corporation
Indiana
$9.89K 93
WCM
907
WealthTrak Capital Management
Virginia
$9.68K 91 +20 +28%
CA
908
CoreCap Advisors
Michigan
$9.57K 90 -162 -64%
AP
909
Aspect Partners
Virginia
$9.36K 88
GTAM
910
Global Trust Asset Management
Florida
$9.36K 88
M
911
MOTCO
Texas
$8.94K 80 -157 -66%
CFD
912
Creative Financial Designs
Indiana
$8.61K 81 +5 +7%
USB
913
Union Savings Bank
Connecticut
$8.38K 75
MSWA
914
Marshall & Sterling Wealth Advisors
New York
$7.87K 74
SS
915
Sunbelt Securities
Texas
$7.75K 79 -15 -16%
TH
916
TCTC Holdings
Texas
$7.55K 71 -71 -50%
HHMI
917
Howard Hughes Medical Institute
Maryland
$6.59K 62 +62 New
CPG
918
Cornerstone Planning Group
New Jersey
$6.49K 59 +15 +34%
ME
919
McIlrath & Eck
Washington
$6.38K 60
IA
920
Icon Advisers
Colorado
$6.38K 60 +60 New
TSMHT
921
Thurston Springer Miller Herd & Titak
Indiana
$6.25K 58
GWSG
922
GPS Wealth Strategies Group
Colorado
$6.17K 58 +6 +12%
AW
923
Avion Wealth
Texas
$6K 65 +14 +27%
KG
924
Kilter Group
New York
$5.53K 52 +52 New
HNW
925
High Note Wealth
Minnesota
$5.32K 50