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State Street

1,005 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 325 reducing their positions, and 69 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 in top 10

Funds holding in top 10:

2% more funds holding

Funds holding: 9831,005 (+22)

8% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 325

0.4% more ownership

Funds ownership: 90.63%91.03% (+0.4%)

Holders
1,005
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$247M
Puts
$127M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
951
Elevation Wealth Partners
California
$4.53K
FGA
952
Fortis Group Advisors
New Jersey
$4.52K
HWP
953
Highline Wealth Partners
California
$4.29K
RWM
954
Rialto Wealth Management
New York
$4.06K
MHR
955
Matthew Hamilton Rosenberg
$4.02K
CCM
956
Cloud Capital Management
Washington
$4K
SIC
957
Salem Investment Counselors
North Carolina
$3.94K
STB
958
S&T Bank
Pennsylvania
$3.94K
BHWM
959
Beaird Harris Wealth Management
Texas
$3.83K
DPW
960
DiNuzzo Private Wealth
Pennsylvania
$3.79K
DF
961
Dunhill Financial
United Kingdom
$3.77K
CA
962
Crewe Advisors
Utah
$3.48K
CIAS
963
CBIZ Investment Advisory Services
Ohio
$3.36K
VWA
964
Valued Wealth Advisors
Utah
$3.21K
DWM
965
Dogwood Wealth Management
Kansas
$3.13K
HFS
966
Hughes Financial Services
Virginia
$2.87K
PPC
967
Park Place Capital
Alabama
$2.78K
HWA
968
Heartwood Wealth Advisors
Virginia
$2.67K
APM
969
Advanced Portfolio Management
New York
$2.55K
BCWM
970
Bartlett & Co Wealth Management
Ohio
$2.44K
MAM
971
Marquette Asset Management
Minnesota
$2.32K
FC
972
Financial Consulate
Maryland
$2.32K
TCM
973
Triumph Capital Management
Colorado
$2.22K
BHWM
974
Bay Harbor Wealth Management
Maryland
$2.2K
WWA
975
Wealth Watch Advisors
Colorado
$2.2K