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State Street

984 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, 353 increasing their positions, 366 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.6% more ownership

Funds ownership: 89.11%90.71% (+1.6%)

1% more funds holding

Funds holding: 972984 (+12)

4% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 366

Holders
984
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$429M
Puts
$122M
Net Calls
Net Calls Change

Top Buyers

1 +$448M
2 +$330M
3 +$281M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.2M

Top Sellers

1 -$358M
2 -$314M
3 -$152M
4
BlackRock
BlackRock
New York
-$100M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
901
HHM Wealth Advisors
Tennessee
$12.1K
CAL
902
Capital Advisors Ltd
Ohio
$12K
MPW
903
MASECO Private Wealth
$11.5K
MBFW
904
Morton Brown Family Wealth
Pennsylvania
$11.4K
PAI
905
Pittenger & Anderson Inc
Nebraska
$11.1K
JGIA
906
Jackson Grant Investment Advisers
Connecticut
$10.6K
MWM
907
Mascoma Wealth Management
New Hampshire
$10.6K
TCM
908
Traub Capital Management
Massachusetts
$10.6K
AAS
909
Ameritas Advisory Services
Nebraska
$10.3K
TWD
910
True Wealth Design
Ohio
$10.1K
NS
911
NBC Securities
Alabama
$10K
AIC
912
Archer Investment Corporation
Indiana
$9.89K
WCM
913
WealthTrak Capital Management
Virginia
$9.68K
CA
914
CoreCap Advisors
Michigan
$9.57K
GTAM
915
Global Trust Asset Management
Florida
$9.36K
AP
916
Aspect Partners
Virginia
$9.36K
M
917
MOTCO
Texas
$8.94K
CFD
918
Creative Financial Designs
Indiana
$8.61K
USB
919
Union Savings Bank
Connecticut
$8.38K
MSWA
920
Marshall & Sterling Wealth Advisors
New York
$7.87K
SS
921
Sunbelt Securities
Texas
$7.75K
TH
922
TCTC Holdings
Texas
$7.55K
RWA
923
Redmont Wealth Advisors
Illinois
$7.13K
HHMI
924
Howard Hughes Medical Institute
Maryland
$6.59K
CPG
925
Cornerstone Planning Group
New Jersey
$6.49K