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State Street
STT

Overview Fund Activity

969 hedge funds and large institutions have $23B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 351 increasing their positions, 338 reducing their positions, and 104 closing their positions.

Holders
969
Holders Change
-20
Holders Change %
-2.02%
% of All Funds
13.17%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
104
Increased
351
Reduced
338
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M

Top Buyers

1
EB
1
Eastern Bank
Massachusetts
$268M
2
NL
2
Nuveen LLC
North Carolina
$93M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$129M
4
Invesco
4
Invesco
Georgia
$733M
5
Citadel Advisors
5
Citadel Advisors
Florida
$82.5M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
YAM
2
Yacktman Asset Management
Texas
$111M
3
Capital International Investors
3
Capital International Investors
California
$390M
4
Amundi
4
Amundi
France
$364M
5
ACL
5
Azora Capital LP
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DPW
926
DiNuzzo Private Wealth
Pennsylvania
$2.96K 33 +1 +3%
CWC
927
Carolinas Wealth Consulting
North Carolina
$2.95K 33 – –
DF
928
Dunhill Financial
United Kingdom
$2.93K 33 -20 -38%
CIA
929
Cape Investment Advisory
Georgia
$2.69K 30 – –
SIC
930
Salem Investment Counselors
North Carolina
$2.51K 28 – –
VWA
931
Valued Wealth Advisors
Utah
$2.44K 27 – –
CA
932
Continuum Advisory
Idaho
$2.42K 27 -234 -90%
AWM
933
Activest Wealth Management
Florida
$2.42K 27 +27 New
PPC
934
Park Place Capital
Alabama
$2.15K 24 – –
SIC
935
SJS Investment Consulting
Ohio
$2.06K 23 -3 -12%
PCM
936
Penserra Capital Management
California
$2K 24 -743 -97%
MWM
937
MorganRosel Wealth Management
Colorado
$1.88K 21 +21 New
WPA
938
West Paces Advisors
Georgia
$1.79K 20 – –
AF
939
Atala Financial
California
$1.79K 20 – –
NL
940
NVWM LLC
Pennsylvania
$1.34K 15 +5 +50%
BA
941
Bellwether Advisors
Nebraska
$1.25K 14 – –
T
942
Transce3nd
Texas
$1.16K 13 – –
FMP
943
Financial Management Professionals
Texas
$1.16K 13 – –
SIS
944
Strategic Investment Solutions
Illinois
$1.03K 12 +1 +9%
BCMLT
945
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K 11 – –
VNA
946
Valley National Advisers
Pennsylvania
$1K 12 +12 New
WW
947
Winnow Wealth
Texas
$988 12 +4 +50%
FFO
948
Fortitude Family Office
Arizona
$985 11 – –
HFS
949
Hughes Financial Services
Virginia
$977 11 +11 New
FNWA
950
Financial Network Wealth Advisors
Utah
$895 10 +10 New
36 37
38
39 40