STT icon

State Street

1,082 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 352 increasing their positions, 382 reducing their positions, and 74 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:

1.58% more ownership

Funds ownership: 91.16%92.74% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,082
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
HIMS
901
Hager Investment Management Services
New Hampshire
$73.5K
NFSG
902
Newbridge Financial Services Group
Florida
$73.3K
RFP
903
Root Financial Partners
California
$72.1K
CFO
904
CVA Family Office
Colorado
$71.6K
CB
905
Community Bank
New York
$71.6K
SCM
906
Silvant Capital Management
Georgia
$70.7K
DSC
907
Duncker Streett & Co
Missouri
$64.5K
MDA
908
Minot DeBlois Advisors
Massachusetts
$64.5K
CT
909
Coastline Trust
Rhode Island
$64.5K
1IA
910
1620 Investment Advisors
Massachusetts
$60.5K
SVWA
911
Sarver Vrooman Wealth Advisors
Missouri
$58.4K
GWM
912
Greenline Wealth Management
Florida
$55.8K
EW
913
Elyxium Wealth
California
$55.1K
NRWA
914
North Ridge Wealth Advisors
Oregon
$51.6K
CT
915
Colonial Trust
South Carolina
$51.6K
DE
916
DV Equities
Illinois
$50.8K
AA
917
Ancora Advisors
Ohio
$50.7K
TFIPS
918
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.7K
CSB
919
City State Bank
Iowa
$45.2K
AGWCA
920
Annis Gardner Whiting Capital Advisors
Florida
$44.9K
TFA
921
Transamerica Financial Advisors
Florida
$44.4K
SIC
922
SJS Investment Consulting
Ohio
$42.8K
BGAI
923
Bruce G. Allen Investments
Colorado
$42.7K
TF
924
Tompkins Financial
New York
$41.9K
EPIMS
925
Evelyn Partners Investment Management Services
$41.9K