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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.12%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$448M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$330M
3
CFP
Catalyst Financial Partners
Massachusetts
+$281M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$187M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.2M

Top Sellers

1
Amundi
Amundi
France
-$358M
2
EB
Eastern Bank
Massachusetts
-$314M
3
Capital International Investors
Capital International Investors
California
-$152M
4
BlackRock
BlackRock
New York
-$100M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
926
GPS Wealth Strategies Group
Colorado
$6.17K +$638 +6 +12%
AW
927
Avion Wealth
Texas
$6K +$1.29K +14 +27%
KG
928
Kilter Group
New York
$5.53K +$5.53K +52 New
HNW
929
High Note Wealth
Minnesota
$5.32K – – –
WWM
930
Wolff Wiese Magana
California
$5.32K – – –
OP
931
ORG Partners
Indiana
$4.81K +$1.18K +11 +32%
FFO
932
Fortitude Family Office
Arizona
$4.68K +$3.51K +33 +300%
AWM
933
Accredited Wealth Management
Kentucky
$4.57K -$17.2K -162 -79%
BAM
934
Byrne Asset Management
New Jersey
$4.25K +$4.25K +40 New
ACA
935
Atlas Capital Advisors
Wyoming
$4.25K – – –
FGA
936
Fortis Group Advisors
New Jersey
$4.15K – – –
AWM
937
Abound Wealth Management
Tennessee
$4.06K – – –
HWP
938
Highline Wealth Partners
California
$3.94K -$851 -8 -18%
MHR
939
Matthew Hamilton Rosenberg
$3.69K – – –
DPW
940
DiNuzzo Private Wealth
Pennsylvania
$3.51K – – –
DF
941
Dunhill Financial
United Kingdom
$3.45K -$108 -1 -3%
FMP
942
Financial Management Professionals
Texas
$3.4K +$2.02K +19 +146%
RWM
943
Rialto Wealth Management
New York
$3.3K +$2.66K +25 +417%
CIA
944
Cape Investment Advisory
Georgia
$3.08K -$106 -1 -3%
SIC
945
Salem Investment Counselors
North Carolina
$2.98K – – –
VWA
946
Valued Wealth Advisors
Utah
$2.93K +$104 +1 +4%
TIM
947
Total Investment Management
Arizona
$2.9K +$2.9K +27 New
BHWM
948
Beaird Harris Wealth Management
Texas
$2.66K +$2.66K +25 New
HFS
949
Hughes Financial Services
Virginia
$2.66K +$1.44K +13 +118%
PPC
950
Park Place Capital
Alabama
$2.57K – – –
36 37
38
39 40