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State Street

1,082 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 352 increasing their positions, 382 reducing their positions, and 74 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:

1.58% more ownership

Funds ownership: 91.16%92.74% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,082
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
FC
926
Fairscale Capital
New Hampshire
$41.9K
SWM
927
Spire Wealth Management
Virginia
$40.3K
SS
928
SBI Securities
Japan
$40.1K
MWPCG
929
Measured Wealth Private Client Group
New Hampshire
$39.3K
FWA
930
Flagship Wealth Advisors
Massachusetts
$38.8K
CNBTD
931
Citizens National Bank Trust Department
Mississippi
$38.7K
BOTPPF
932
Board of the Pension Protection Fund
United Kingdom
$38.7K
FDCP
933
Foster Dykema Cabot & Partners
Massachusetts
$38.4K
ADL
934
Asset Dedication LLC
California
$38.2K
FPF
935
First Pacific Financial
Washington
$36.3K
RAM
936
Reflection Asset Management
South Carolina
$35.5K
AAG
937
Armstrong Advisory Group
Massachusetts
$33.3K
AFG
938
Albion Financial Group
Utah
$33K
TWD
939
True Wealth Design
Ohio
$33K
GBT
940
Grove Bank & Trust
Florida
$32.1K
PWMG
941
Private Wealth Management Group
New Jersey
$31.7K
UCB
942
United Community Bank
South Carolina
$31.2K
ST
943
Smithfield Trust
Pennsylvania
$31K
PJC
944
Phillip James Consulting
Minnesota
$30K
WAG
945
Wilkerson Advisory Group
Missouri
$28.6K
GKIM
946
GW&K Investment Management
Massachusetts
$27K
PK
947
Pflug Koory
Nebraska
$25.2K
BWL
948
Bogart Wealth LLC
Virginia
$24.9K
JWA
949
JFS Wealth Advisors
Pennsylvania
$24.6K
SL
950
Salomon & Ludwin
Virginia
$24.5K