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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$448M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$330M
3
CFP
Catalyst Financial Partners
Massachusetts
+$281M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$187M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.2M

Top Sellers

1
Amundi
Amundi
France
-$358M
2
EB
Eastern Bank
Massachusetts
-$314M
3
Capital International Investors
Capital International Investors
California
-$152M
4
BlackRock
BlackRock
New York
-$100M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
901
MASECO Private Wealth
$11.5K +$11.5K +108 New
MBFW
902
Morton Brown Family Wealth
Pennsylvania
$11.4K – – –
PAI
903
Pittenger & Anderson Inc
Nebraska
$11.1K – – –
JGIA
904
Jackson Grant Investment Advisers
Connecticut
$10.6K – – –
MWM
905
Mascoma Wealth Management
New Hampshire
$10.6K – – –
TCM
906
Traub Capital Management
Massachusetts
$10.6K +$10.6K +100 New
AAS
907
Ameritas Advisory Services
Nebraska
$10.3K +$10.3K +97 New
TWD
908
True Wealth Design
Ohio
$10.1K +$3.08K +29 +44%
NS
909
NBC Securities
Alabama
$10K -$12.9K -124 -56%
AIC
910
Archer Investment Corporation
Indiana
$9.89K – – –
WCM
911
WealthTrak Capital Management
Virginia
$9.68K +$2.13K +20 +28%
CA
912
CoreCap Advisors
Michigan
$9.57K -$17.2K -162 -64%
AP
913
Aspect Partners
Virginia
$9.36K – – –
GTAM
914
Global Trust Asset Management
Florida
$9.36K – – –
M
915
MOTCO
Texas
$8.94K -$17.5K -157 -66%
CFD
916
Creative Financial Designs
Indiana
$8.61K +$532 +5 +7%
USB
917
Union Savings Bank
Connecticut
$8.38K – – –
MSWA
918
Marshall & Sterling Wealth Advisors
New York
$7.87K – – –
SS
919
Sunbelt Securities
Texas
$7.75K -$1.47K -15 -16%
TH
920
TCTC Holdings
Texas
$7.55K -$7.55K -71 -50%
HHMI
921
Howard Hughes Medical Institute
Maryland
$6.59K +$6.59K +62 New
CPG
922
Cornerstone Planning Group
New Jersey
$6.49K +$1.65K +15 +34%
ME
923
McIlrath & Eck
Washington
$6.38K – – –
IA
924
Icon Advisers
Colorado
$6.38K +$6.38K +60 New
TSMHT
925
Thurston Springer Miller Herd & Titak
Indiana
$6.25K – – –
35 36
37
38 39