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State Street

1,074 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 350 increasing their positions, 382 reducing their positions, and 72 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

Funds holding:

1.23% more ownership

Funds ownership: 91.17%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,074
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$720M
Puts
$136M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
901
Community Bank
New York
$71.6K
SCM
902
Silvant Capital Management
Georgia
$70.7K
DSC
903
Duncker Streett & Co
Missouri
$64.5K
CT
904
Coastline Trust
Rhode Island
$64.5K
MDA
905
Minot DeBlois Advisors
Massachusetts
$64.5K
1IA
906
1620 Investment Advisors
Massachusetts
$60.5K
SVWA
907
Sarver Vrooman Wealth Advisors
Missouri
$58.4K
GWM
908
Greenline Wealth Management
Florida
$55.8K
EW
909
Elyxium Wealth
California
$55.1K
NRWA
910
North Ridge Wealth Advisors
Oregon
$51.6K
CT
911
Colonial Trust
South Carolina
$51.6K
DE
912
DV Equities
Illinois
$50.8K
AA
913
Ancora Advisors
Ohio
$50.7K
TFIPS
914
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.7K
CSB
915
City State Bank
Iowa
$45.2K
AGWCA
916
Annis Gardner Whiting Capital Advisors
Florida
$44.9K
TFA
917
Transamerica Financial Advisors
Florida
$44.4K
SIC
918
SJS Investment Consulting
Ohio
$42.8K
BGAI
919
Bruce G. Allen Investments
Colorado
$42.7K
TF
920
Tompkins Financial
New York
$41.9K
EPIMS
921
Evelyn Partners Investment Management Services
$41.9K
FC
922
Fairscale Capital
New Hampshire
$41.9K
SWM
923
Spire Wealth Management
Virginia
$40.3K
SS
924
SBI Securities
Japan
$40.1K
MWPCG
925
Measured Wealth Private Client Group
New Hampshire
$39.3K