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State Street

1,078 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 351 increasing their positions, 381 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:

1.24% more ownership

Funds ownership: 91.16%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 381

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,078
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
NFSG
901
Newbridge Financial Services Group
Florida
$73.3K
RFP
902
Root Financial Partners
California
$72.1K
CFO
903
CVA Family Office
Colorado
$71.6K
CB
904
Community Bank
New York
$71.6K
SCM
905
Silvant Capital Management
Georgia
$70.7K
DSC
906
Duncker Streett & Co
Missouri
$64.5K
CT
907
Coastline Trust
Rhode Island
$64.5K
MDA
908
Minot DeBlois Advisors
Massachusetts
$64.5K
1IA
909
1620 Investment Advisors
Massachusetts
$60.5K
SVWA
910
Sarver Vrooman Wealth Advisors
Missouri
$58.4K
GWM
911
Greenline Wealth Management
Florida
$55.8K
EW
912
Elyxium Wealth
California
$55.1K
NRWA
913
North Ridge Wealth Advisors
Oregon
$51.6K
CT
914
Colonial Trust
South Carolina
$51.6K
DE
915
DV Equities
Illinois
$50.8K
AA
916
Ancora Advisors
Ohio
$50.7K
TFIPS
917
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.7K
CSB
918
City State Bank
Iowa
$45.2K
AGWCA
919
Annis Gardner Whiting Capital Advisors
Florida
$44.9K
TFA
920
Transamerica Financial Advisors
Florida
$44.4K
SIC
921
SJS Investment Consulting
Ohio
$42.8K
BGAI
922
Bruce G. Allen Investments
Colorado
$42.7K
TF
923
Tompkins Financial
New York
$41.9K
EPIMS
924
Evelyn Partners Investment Management Services
$41.9K
FC
925
Fairscale Capital
New Hampshire
$41.9K