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State Street

1,074 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 350 increasing their positions, 382 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.23% more ownership

Funds ownership: 91.17%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,074
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$720M
Puts
$136M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
926
Flagship Wealth Advisors
Massachusetts
$38.8K
CNBTD
927
Citizens National Bank Trust Department
Mississippi
$38.7K
BOTPPF
928
Board of the Pension Protection Fund
United Kingdom
$38.7K
FDCP
929
Foster Dykema Cabot & Partners
Massachusetts
$38.4K
ADL
930
Asset Dedication LLC
California
$38.2K
FPF
931
First Pacific Financial
Washington
$36.3K
AAG
932
Armstrong Advisory Group
Massachusetts
$33.3K
AFG
933
Albion Financial Group
Utah
$33K
TWD
934
True Wealth Design
Ohio
$33K
GBT
935
Grove Bank & Trust
Florida
$32.1K
PWMG
936
Private Wealth Management Group
New Jersey
$31.7K
UCB
937
United Community Bank
South Carolina
$31.2K
ST
938
Smithfield Trust
Pennsylvania
$31K
PJCC
939
Phillip James Consulting Co.
Minnesota
$30K
WAG
940
Wilkerson Advisory Group
Missouri
$28.6K
GKIM
941
GW&K Investment Management
Massachusetts
$27K
PK
942
Pflug Koory
Nebraska
$25.2K
BWL
943
Bogart Wealth LLC
Virginia
$24.9K
JWA
944
JFS Wealth Advisors
Pennsylvania
$24.6K
SL
945
Salomon & Ludwin
Virginia
$24.5K
AA
946
Addison Advisors
Vermont
$24K
FMTCOCP
947
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K
SEP
948
Signature Equity Partners
Ohio
$21.7K
CBT
949
Crews Bank & Trust
Florida
$21.5K
SIS
950
Sound Income Strategies
Florida
$21.5K