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State Street

992 hedge funds and large institutions have $27.6B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 357 increasing their positions, 367 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $429M | Put options by funds: $122M

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

22% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 79

19% more capital invested

Capital invested by funds: $23.2B → $27.6B (+$4.34B)

0.83% more ownership

Funds ownership: 90.03%90.86% (+0.83%)

1% more funds holding

Funds holding: 986992 (+6)

3% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 367

Holders
992
Holders Change
+6
Holders Change %
+0.61%
% of All Funds
13.06%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
96
Increased
357
Reduced
367
Closed
79
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
901
Puff Wealth Management
New Jersey
$13.9K +$185 +2 +2%
NRG
902
Nemes Rush Group
Michigan
$13.9K
DIP
903
DT Investment Partners
Pennsylvania
$13.2K
W
904
WealthCollab
Washington
$13K
SC
905
SouthState Corp
Florida
$13K +$2.5K +27 +28%
RTL
906
Red Tortoise LLC
Georgia
$12.7K
TPWA
907
Twin Peaks Wealth Advisors
California
$12.5K +$10.4K +112 New
HWA
908
HHM Wealth Advisors
Tennessee
$12.1K -$92 -1 -0.9%
CAL
909
Capital Advisors Ltd
Ohio
$12K -$462 -5 -4%
MPW
910
MASECO Private Wealth
$11.5K +$9.99K +108 New
MBFW
911
Morton Brown Family Wealth
Pennsylvania
$11.4K
PAI
912
Pittenger & Anderson Inc
Nebraska
$11.1K
JGIA
913
Jackson Grant Investment Advisers
Connecticut
$10.6K
MWM
914
Mascoma Wealth Management
New Hampshire
$10.6K
TCM
915
Traub Capital Management
Massachusetts
$10.6K +$9.25K +100 New
AAS
916
Ameritas Advisory Services
Nebraska
$10.3K +$8.97K +97 New
TWD
917
True Wealth Design
Ohio
$10.1K +$2.68K +29 +44%
NS
918
NBC Securities
Alabama
$10K -$11.5K -124 -56%
AIC
919
Archer Investment Corporation
Indiana
$9.89K
WCM
920
WealthTrak Capital Management
Virginia
$9.68K +$1.85K +20 +28%
CA
921
CoreCap Advisors
Michigan
$9.57K -$15K -162 -64%
AP
922
Aspect Partners
Virginia
$9.36K
GTAM
923
Global Trust Asset Management
Florida
$9.36K
M
924
MOTCO
Texas
$8.94K -$14.5K -157 -66%
CFD
925
Creative Financial Designs
Indiana
$8.61K +$462 +5 +7%

STT Hedge Fund Activity: Q2 2025 in Review

992 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q2 2025, worth a combined $27.6B — up 19% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new STT positions and 79 closed out — a net gain of 17 holders — while 357 added to existing stakes and 367 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $385M. The largest seller was Amundi, cutting an estimated $308M.

  • 992 institutional investors held State Street (STT) as of Q2 2025, up from 986 in Q1 2025.
  • Funds reported $27.6B of State Street stock for Q2 2025, up 19% quarter-over-quarter.
  • 96 funds opened new State Street positions in Q2 2025 and 79 closed out, a net change of +17 holders.
  • The largest State Street buyer in Q2 2025 was Victory Capital Management, an estimated $385M added.
  • The largest State Street seller in Q2 2025 was Amundi, an estimated $308M sold.

Based on aggregated 13F filings for Q2 2025.