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State Street

1,096 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 355 increasing their positions, 383 reducing their positions, and 73 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:

1.59% more ownership

Funds ownership: 91.21%92.8% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 383

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,096
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
TFGT
901
TS Financial Group (TSFG)
Illinois
$88K
MEG
902
Millstone Evans Group
Colorado
$87.1K
ZBNA
903
Zions Bancorporation, National Association
Utah
$85.1K
Loomis, Sayles & Company
904
Loomis, Sayles & Company
Massachusetts
$84.9K
EAM
905
Erste Asset Management
Austria
$78.6K
CTC
906
Central Trust Company
Missouri
$75K
GWM
907
Geneos Wealth Management
Colorado
$74.8K
HIMS
908
Hager Investment Management Services
New Hampshire
$73.5K
NFSG
909
Newbridge Financial Services Group
Florida
$73.3K
RFP
910
Root Financial Partners
California
$72.1K
CFO
911
CVA Family Office
Colorado
$71.6K
CB
912
Community Bank
New York
$71.6K
SCM
913
Silvant Capital Management
Georgia
$70.7K
CT
914
Coastline Trust
Rhode Island
$64.5K
DSC
915
Duncker Streett & Co
Missouri
$64.5K
MDA
916
Minot DeBlois Advisors
Massachusetts
$64.5K
1IA
917
1620 Investment Advisors
Massachusetts
$60.5K
SVWA
918
Sarver Vrooman Wealth Advisors
Missouri
$58.4K
GWM
919
Greenline Wealth Management
Florida
$55.8K
EP
920
Essential Partners
California
$55.3K
EW
921
Elyxium Wealth
California
$55.1K
NRWA
922
North Ridge Wealth Advisors
Oregon
$51.6K
CT
923
Colonial Trust
South Carolina
$51.6K
DE
924
DV Equities
Illinois
$50.8K
AA
925
Ancora Advisors
Ohio
$50.7K