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State Street

984 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, 353 increasing their positions, 366 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.6% more ownership

Funds ownership: 89.11%90.71% (+1.6%)

1% more funds holding

Funds holding: 972984 (+12)

4% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 366

Holders
984
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$429M
Puts
$122M
Net Calls
Net Calls Change

Top Buyers

1 +$448M
2 +$330M
3 +$281M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.2M

Top Sellers

1 -$358M
2 -$314M
3 -$152M
4
BlackRock
BlackRock
New York
-$100M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
926
McIlrath & Eck
Washington
$6.38K
IA
927
Icon Advisers
Colorado
$6.38K
TSMHT
928
Thurston Springer Miller Herd & Titak
Indiana
$6.25K
GWSG
929
GPS Wealth Strategies Group
Colorado
$6.17K
AW
930
Avion Wealth
Texas
$6K
KG
931
Kilter Group
New York
$5.53K
HNW
932
High Note Wealth
Minnesota
$5.32K
WWM
933
Wolff Wiese Magana
California
$5.32K
OP
934
ORG Partners
Indiana
$4.81K
FFO
935
Fortitude Family Office
Arizona
$4.68K
AWM
936
Accredited Wealth Management
Kentucky
$4.57K
BAM
937
Byrne Asset Management
New Jersey
$4.25K
ACA
938
Atlas Capital Advisors
Wyoming
$4.25K
FGA
939
Fortis Group Advisors
New Jersey
$4.15K
AWM
940
Abound Wealth Management
Tennessee
$4.06K
HWP
941
Highline Wealth Partners
California
$3.94K
MHR
942
Matthew Hamilton Rosenberg
$3.69K
DPW
943
DiNuzzo Private Wealth
Pennsylvania
$3.51K
DF
944
Dunhill Financial
United Kingdom
$3.44K
FMP
945
Financial Management Professionals
Texas
$3.4K
RWM
946
Rialto Wealth Management
New York
$3.3K
CIA
947
Cape Investment Advisory
Georgia
$3.08K
SIC
948
Salem Investment Counselors
North Carolina
$2.98K
VWA
949
Valued Wealth Advisors
Utah
$2.92K
TIM
950
Total Investment Management
Arizona
$2.9K