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State Street

1,002 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 61

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.2B (+$2.48B)

9% more funds holding

Funds holding: 9191,002 (+83)

1.6% more ownership

Funds ownership: 86.1%87.7% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

34% less call options, than puts

Call options by funds: $146M | Put options by funds: $223M

Holders
1,002
Holders Change
+83
Holders Change %
+9.03%
% of All Funds
13.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
160
Increased
295
Reduced
367
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
901
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K
CBT
902
Crews Bank & Trust
Florida
$16.4K +$15.8K +167 New
GBT
903
Grove Bank & Trust
Florida
$16.3K +$11K +116 +232%
GSWM
904
Golden State Wealth Management
California
$16.3K +$15.7K +166 New
BWL
905
Bogart Wealth LLC
Virginia
$16.3K +$189 +2 +1%
AG
906
AmeriFlex Group
Nevada
$16K +$14.9K +157 New
RA
907
Rise Advisors
New York
$15.9K +$95 +1 +0.6%
WWA
908
Wingate Wealth Advisors
Massachusetts
$15.5K +$15K +158 New
ZB
909
Zions Bancorporation
Utah
$15.4K -$5.97K -63 -29%
SO
910
Sierra Ocean
California
$14.6K +$14K +148 New
IRAG
911
Investment Research & Advisory Group
Georgia
$13.9K
NSIM
912
North Star Investment Management
Illinois
$13.7K
JWA
913
JFS Wealth Advisors
Pennsylvania
$13.3K
NRG
914
Nemes Rush Group
Michigan
$12.9K
RCM
915
Raleigh Capital Management
North Carolina
$12.8K -$1.42K -15 -10%
APW
916
Atlantic Private Wealth
North Carolina
$12.3K +$11.8K +125 New
DIP
917
DT Investment Partners
Pennsylvania
$12.2K
CAL
918
Capital Advisors Ltd
Ohio
$12K
W
919
WealthCollab
Washington
$12K
NC
920
NewSquare Capital
Pennsylvania
$11.8K +$1.33K +14 +13%
CHC
921
City Holding Co
West Virginia
$11.8K +$11.4K +120 New
RTL
922
Red Tortoise LLC
Georgia
$11.7K
HWA
923
HHM Wealth Advisors
Tennessee
$11.4K +$189 +2 +2%
HDIM
924
Hanson & Doremus Investment Management
Vermont
$11K
BIA
925
Bell Investment Advisors
California
$10.6K +$568 +6 +6%

STT Hedge Fund Activity: Q4 2024 in Review

1,002 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2024, worth a combined $25.2B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new STT positions and 61 closed out — a net gain of 99 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $192M.

  • 1,002 institutional investors held State Street (STT) as of Q4 2024, up from 919 in Q3 2024.
  • Funds reported $25.2B of State Street stock for Q4 2024, up 11% quarter-over-quarter.
  • 160 funds opened new State Street positions in Q4 2024 and 61 closed out, a net change of +99 holders.
  • The largest State Street buyer in Q4 2024 was T. Rowe Price Associates, an estimated $154M added.
  • The largest State Street seller in Q4 2024 was Dodge & Cox, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2024.