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State Street

987 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, 354 increasing their positions, 365 reducing their positions, and 77 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: $ → $

1.63% more ownership

Funds ownership: 89.18%90.81% (+1.6%)

1% more funds holding

Funds holding: 977987 (+10)

3% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 365

Holders
987
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
RTL
901
Red Tortoise LLC
Georgia
$12.7K
TPWA
902
Twin Peaks Wealth Advisors
California
$12.5K
HWA
903
HHM Wealth Advisors
Tennessee
$12.1K
CAL
904
Capital Advisors Ltd
Ohio
$12K
MPW
905
MASECO Private Wealth
$11.5K
MBFW
906
Morton Brown Family Wealth
Pennsylvania
$11.4K
PAI
907
Pittenger & Anderson Inc
Nebraska
$11.1K
MWM
908
Mascoma Wealth Management
New Hampshire
$10.6K
JGIA
909
Jackson Grant Investment Advisers
Connecticut
$10.6K
TCM
910
Traub Capital Management
Massachusetts
$10.6K
AAS
911
Ameritas Advisory Services
Nebraska
$10.3K
TWD
912
True Wealth Design
Ohio
$10.1K
NS
913
NBC Securities
Alabama
$10K
AIC
914
Archer Investment Corporation
Indiana
$9.89K
WCM
915
WealthTrak Capital Management
Virginia
$9.68K
CA
916
CoreCap Advisors
Michigan
$9.57K
GTAM
917
Global Trust Asset Management
Florida
$9.36K
AP
918
Aspect Partners
Virginia
$9.36K
M
919
MOTCO
Texas
$8.94K
CFD
920
Creative Financial Designs
Indiana
$8.61K
USB
921
Union Savings Bank
Connecticut
$8.38K
MSWA
922
Marshall & Sterling Wealth Advisors
New York
$7.87K
SS
923
Sunbelt Securities
Texas
$7.75K
TH
924
TCTC Holdings
Texas
$7.55K
RWA
925
Redmont Wealth Advisors
Illinois
$7.13K