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State Street

986 hedge funds and large institutions have $23.2B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 354 increasing their positions, 347 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $140M | Put options by funds: $120M

2.33% more ownership

Funds ownership: 87.7%90.03% (+2.3%)

2% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 347

3% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,002986 (-16)

8% less capital invested

Capital invested by funds: $25.2B → $23.2B (-$2.02B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
986
Holders Change
-16
Holders Change %
-1.6%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
101
Increased
354
Reduced
347
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
926
Avion Wealth
Texas
$5K
GWSG
927
GPS Wealth Strategies Group
Colorado
$4.66K +$191 +2 +4%
HNW
928
High Note Wealth
Minnesota
$4.48K
WWM
929
Wolff Wiese Magana
California
$4.48K
HWP
930
Highline Wealth Partners
California
$4.03K +$2.39K +25 +125%
HFS
931
Hantz Financial Services
Michigan
$4K +$1.15K +12 +40%
CPG
932
Cornerstone Planning Group
New Jersey
$3.76K +$1.91K +20 +83%
ACA
933
Atlas Capital Advisors
Wyoming
$3.58K
FGA
934
Fortis Group Advisors
New Jersey
$3.49K
AWM
935
Abound Wealth Management
Tennessee
$3.42K -$1.34K -14 -27%
CWM
936
Copia Wealth Management
Oregon
$3.13K
MHR
937
Matthew Hamilton Rosenberg
$3.1K
OP
938
ORG Partners
Indiana
$3.02K +$3.25K +34 New
DPW
939
DiNuzzo Private Wealth
Pennsylvania
$2.96K +$96 +1 +3%
CWC
940
Carolinas Wealth Consulting
North Carolina
$2.95K
DF
941
Dunhill Financial
United Kingdom
$2.93K -$1.91K -20 -38%
CWP
942
Clark Wealth Partners
Illinois
$2.77K -$96 -1 -3%
CIA
943
Cape Investment Advisory
Georgia
$2.69K
SIC
944
Salem Investment Counselors
North Carolina
$2.51K
VWA
945
Valued Wealth Advisors
Utah
$2.44K
CA
946
Continuum Advisory
Idaho
$2.42K -$22.4K -234 -90%
AWM
947
Activest Wealth Management
Florida
$2.42K +$2.58K +27 New
PPC
948
Park Place Capital
Alabama
$2.15K
SIC
949
SJS Investment Consulting
Ohio
$2.06K -$287 -3 -12%
PCM
950
Penserra Capital Management
California
$2K -$71K -743 -97%

STT Hedge Fund Activity: Q1 2025 in Review

986 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2025, worth a combined $23.2B — down 8% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of STT and 101 opened new positions — a net loss of 3 holders — while 347 trimmed existing stakes and 354 added.

The largest buyer was Eastern Bank, adding an estimated $282M. The largest seller was Amundi, cutting an estimated $117M.

  • 986 institutional investors held State Street (STT) as of Q1 2025, down from 1,002 in Q4 2024.
  • Funds reported $23.2B of State Street stock for Q1 2025, down 8% quarter-over-quarter.
  • 101 funds opened new State Street positions in Q1 2025 and 104 closed out, a net change of -3 holders.
  • The largest State Street buyer in Q1 2025 was Eastern Bank, an estimated $282M added.
  • The largest State Street seller in Q1 2025 was Amundi, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2025.