STT icon

State Street

1,078 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 351 increasing their positions, 381 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:

1.24% more ownership

Funds ownership: 91.16%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 381

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,078
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
SWM
926
Spire Wealth Management
Virginia
$40.3K
SS
927
SBI Securities
Japan
$40.1K
MWPCG
928
Measured Wealth Private Client Group
New Hampshire
$39.3K
FWA
929
Flagship Wealth Advisors
Massachusetts
$38.8K
CNBTD
930
Citizens National Bank Trust Department
Mississippi
$38.7K
BOTPPF
931
Board of the Pension Protection Fund
United Kingdom
$38.7K
FDCP
932
Foster Dykema Cabot & Partners
Massachusetts
$38.4K
ADL
933
Asset Dedication LLC
California
$38.2K
FPF
934
First Pacific Financial
Washington
$36.3K
RAM
935
Reflection Asset Management
South Carolina
$35.5K
AAG
936
Armstrong Advisory Group
Massachusetts
$33.3K
AFG
937
Albion Financial Group
Utah
$33K
TWD
938
True Wealth Design
Ohio
$33K
GBT
939
Grove Bank & Trust
Florida
$32.1K
PWMG
940
Private Wealth Management Group
New Jersey
$31.7K
UCB
941
United Community Bank
South Carolina
$31.2K
ST
942
Smithfield Trust
Pennsylvania
$31K
PJCC
943
Phillip James Consulting Co.
Minnesota
$30K
WAG
944
Wilkerson Advisory Group
Missouri
$28.6K
GKIM
945
GW&K Investment Management
Massachusetts
$27K
PK
946
Pflug Koory
Nebraska
$25.2K
BWL
947
Bogart Wealth LLC
Virginia
$24.9K
JWA
948
JFS Wealth Advisors
Pennsylvania
$24.6K
SL
949
Salomon & Ludwin
Virginia
$24.5K
AA
950
Addison Advisors
Vermont
$24K