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State Street
STT

Overview Fund Activity

989 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 290 increasing their positions, 366 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
+78
Holders Change %
+8.56%
% of All Funds
13.17%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
155
Increased
290
Reduced
366
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$227M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$685M
3
ACL
Azora Capital LP
Florida
$80.3M
4
UBS Group
UBS Group
Switzerland
$158M
5
Northern Trust
Northern Trust
Illinois
$407M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$729M
2
BlackRock
BlackRock
New York
$2.47B
3
A
AustralianSuper
Australia
$12.8M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$3.74M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
926
Tributary Capital Management
Nebraska
$7.85K – – –
AA
927
Addison Advisors
Vermont
$7.85K – – –
SS
928
Sunbelt Securities
Texas
$7.76K – – –
CFD
929
Creative Financial Designs
Indiana
$7.46K – – –
USB
930
Union Savings Bank
Connecticut
$7.36K – – –
TH
931
TCTC Holdings
Texas
$6.97K +$6.97K +71 New
PMFA
932
Plante Moran Financial Advisors
Michigan
$6.38K +$6.38K +65 New
ME
933
McIlrath & Eck
Washington
$5.89K – – –
IA
934
Icon Advisers
Colorado
$5.89K +$5.89K +60 New
CA
935
CoreCap Advisors
Michigan
$5.79K – – –
TSMHT
936
Thurston Springer Miller Herd & Titak
Indiana
$5.66K – – –
DF
937
Dunhill Financial
United Kingdom
$5.23K +$1.97K +20 +61%
AWM
938
Abound Wealth Management
Tennessee
$5.12K -$787 -8 -13%
AW
939
Avion Wealth
Texas
$5K +$784 +8 +19%
AF
940
Advisornet Financial
Minnesota
$4.92K -$2.17K -22 -31%
GWSG
941
GPS Wealth Strategies Group
Colorado
$4.91K – – –
WWM
942
Wolff Wiese Magana
California
$4.91K – – –
HNW
943
High Note Wealth
Minnesota
$4.91K +$4.91K +50 New
CSWM
944
Cassady Schiller Wealth Management
Ohio
$4.52K +$4.52K +46 New
NWWA
945
New Wave Wealth Advisors
Arkansas
$4.42K +$4.42K +45 New
ACA
946
Atlas Capital Advisors
Wyoming
$3.93K – – –
WWP
947
WR Wealth Planners
Missouri
$3.93K +$1.47K +15 +60%
FGA
948
Fortis Group Advisors
New Jersey
$3.83K – – –
CWM
949
Copia Wealth Management
Oregon
$3.44K +$3.44K +35 New
MHR
950
Matthew Hamilton Rosenberg
$3.4K -$4.47K -46 -57%
36 37
38
39 40