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State Street

1,015 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 328 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 9871,015 (+28)

8% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 328

0.32% more ownership

Funds ownership: 90.81%91.13% (+0.32%)

Holders
1,015
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$247M
Puts
$127M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
901
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K
BWL
902
Bogart Wealth LLC
Virginia
$21K
AA
903
Addison Advisors
Vermont
$20.4K
RA
904
Rise Advisors
New York
$19.8K
CBT
905
Crews Bank & Trust
Florida
$19.4K
BIA
906
Bell Investment Advisors
California
$17.5K
RBI
907
Raiffeisen Bank International
Austria
$17.4K
IRAG
908
Investment Research & Advisory Group
Georgia
$16.9K
JWA
909
JFS Wealth Advisors
Pennsylvania
$16.7K
PWAM
910
Private Wealth Asset Management
Iowa
$16.4K
NSIM
911
North Star Investment Management
Illinois
$16.2K
GSWM
912
Golden State Wealth Management
California
$15.8K
AF
913
Advisornet Financial
Minnesota
$15.8K
NRG
914
Nemes Rush Group
Michigan
$15.2K
DIP
915
DT Investment Partners
Pennsylvania
$14.4K
RDFA
916
Ritter Daniher Financial Advisory
Ohio
$14.3K
W
917
WealthCollab
Washington
$14.2K
CAL
918
Capital Advisors Ltd
Ohio
$14K
RTL
919
Red Tortoise LLC
Georgia
$13.8K
HWA
920
HHM Wealth Advisors
Tennessee
$13.2K
MBFW
921
Morton Brown Family Wealth
Pennsylvania
$12.4K
NS
922
NBC Securities
Alabama
$12.2K
PAI
923
Pittenger & Anderson Inc
Nebraska
$12.1K
JGIA
924
Jackson Grant Investment Advisers
Connecticut
$11.6K
MWM
925
Mascoma Wealth Management
New Hampshire
$11.6K