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State Street
STT

Overview Fund Activity

974 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 348 increasing their positions, 363 reducing their positions, and 74 closing their positions.

Holders
974
Holders Change
+5
Holders Change %
+0.52%
% of All Funds
13.08%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
98
Increased
348
Reduced
363
Closed
74
Calls
$376M
Puts
$96.2M
Net Calls
+$280M
Net Calls Change
+$260M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$504M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
CFP
3
Catalyst Financial Partners
Massachusetts
$281M
4
Norges Bank
4
Norges Bank
Norway
$256M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$860M

Top Sellers

1
Amundi
1
Amundi
France
$112M
2
EB
2
Eastern Bank
Massachusetts
$4.39M
3
Capital International Investors
3
Capital International Investors
California
$312M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.61M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
926
Wolff Wiese Magana
California
$5.32K 50 – –
OP
927
ORG Partners
Indiana
$4.81K 45 +11 +32%
FFO
928
Fortitude Family Office
Arizona
$4.68K 44 +33 +300%
AWM
929
Accredited Wealth Management
Kentucky
$4.57K 43 -162 -79%
BAM
930
Byrne Asset Management
New Jersey
$4.25K 40 +40 New
ACA
931
Atlas Capital Advisors
Wyoming
$4.25K 40 – –
FGA
932
Fortis Group Advisors
New Jersey
$4.15K 39 – –
AWM
933
Abound Wealth Management
Tennessee
$4.06K 38 – –
HWP
934
Highline Wealth Partners
California
$3.94K 37 -8 -18%
MHR
935
Matthew Hamilton Rosenberg
$3.69K 35 – –
DPW
936
DiNuzzo Private Wealth
Pennsylvania
$3.51K 33 – –
DF
937
Dunhill Financial
United Kingdom
$3.45K 32 -1 -3%
FMP
938
Financial Management Professionals
Texas
$3.4K 32 +19 +146%
RWM
939
Rialto Wealth Management
New York
$3.3K 31 +25 +417%
CIA
940
Cape Investment Advisory
Georgia
$3.08K 29 -1 -3%
SIC
941
Salem Investment Counselors
North Carolina
$2.98K 28 – –
VWA
942
Valued Wealth Advisors
Utah
$2.93K 28 +1 +4%
TIM
943
Total Investment Management
Arizona
$2.9K 27 +27 New
HFS
944
Hughes Financial Services
Virginia
$2.66K 24 +13 +118%
PPC
945
Park Place Capital
Alabama
$2.57K 24 – –
CIAS
946
CBIZ Investment Advisory Services
Ohio
$2.55K 24 +24 New
MWM
947
MorganRosel Wealth Management
Colorado
$2.23K 21 – –
DWM
948
Dogwood Wealth Management
Kansas
$2.08K 19 +15 +375%
PCM
949
Penserra Capital Management
California
$2K 24 – –
CWM
950
Copia Wealth Management
Oregon
$1.91K 18 -17 -49%
36 37
38
39 40