We are live on ! Find out more
STT icon

State Street

1,027 hedge funds and large institutions have $30.3B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 360 increasing their positions, 331 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $247M | Put options by funds: $127M

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

10% more capital invested

Capital invested by funds: $27.6B → $30.3B (+$2.7B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 9921,027 (+35)

9% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.86%91.21% (+0.35%)

Holders
1,027
Holders Change
+35
Holders Change %
+3.53%
% of All Funds
13.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
118
Increased
360
Reduced
331
Closed
69
Calls
$247M
Puts
$127M
Net Calls
+$119M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
926
Ritter Daniher Financial Advisory
Ohio
$14.3K +$13.7K +123 New
W
927
WealthCollab
Washington
$14.2K
CAL
928
Capital Advisors Ltd
Ohio
$14K
RTL
929
Red Tortoise LLC
Georgia
$13.8K
HWA
930
HHM Wealth Advisors
Tennessee
$13.2K
MBFW
931
Morton Brown Family Wealth
Pennsylvania
$12.4K
NS
932
NBC Securities
Alabama
$12.2K +$1K +9 +9%
PAI
933
Pittenger & Anderson Inc
Nebraska
$12.1K
JGIA
934
Jackson Grant Investment Advisers
Connecticut
$11.6K
MWM
935
Mascoma Wealth Management
New Hampshire
$11.6K
WA
936
Westfuller Advisors
New York
$11.2K +$10.7K +96 New
CTB
937
Country Trust Bank
Illinois
$11.1K +$10.7K +96 New
SC
938
SouthState Corp
Florida
$11K -$3.01K -27 -22%
CA
939
CoreCap Advisors
Michigan
$10.9K +$446 +4 +4%
AIC
940
Archer Investment Corporation
Indiana
$10.8K
GEA
941
Glen Eagle Advisors
New Jersey
$10.6K +$10.2K +91 New
GTAM
942
Global Trust Asset Management
Florida
$10.2K
AP
943
Aspect Partners
Virginia
$9.98K -$223 -2 -2%
CFD
944
Creative Financial Designs
Indiana
$9.4K
PWA
945
Physician Wealth Advisors
Utah
$9.4K +$8.37K +75 +1,250%
M
946
MOTCO
Texas
$9.28K
SS
947
Sunbelt Securities
Texas
$9.16K
T. Rowe Price Investment Management
948
T. Rowe Price Investment Management
Maryland
$9K +$8.15K +73 New
MSWA
949
Marshall & Sterling Wealth Advisors
New York
$8.59K
TH
950
TCTC Holdings
Texas
$8.24K

STT Hedge Fund Activity: Q3 2025 in Review

1,027 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2025, worth a combined $30.3B — up 9.8% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new STT positions and 69 closed out — a net gain of 49 holders — while 360 added to existing stakes and 331 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $312M. The largest seller was Catalyst Financial Partners, cutting an estimated $179M.

  • 1,027 institutional investors held State Street (STT) as of Q3 2025, up from 992 in Q2 2025.
  • Funds reported $30.3B of State Street stock for Q3 2025, up 9.8% quarter-over-quarter.
  • 118 funds opened new State Street positions in Q3 2025 and 69 closed out, a net change of +49 holders.
  • The largest State Street buyer in Q3 2025 was Regents of the University of California, an estimated $312M added.
  • The largest State Street seller in Q3 2025 was Catalyst Financial Partners, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2025.