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State Street

1,002 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 61

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.2B (+$2.48B)

9% more funds holding

Funds holding: 9191,002 (+83)

1.6% more ownership

Funds ownership: 86.1%87.7% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

34% less call options, than puts

Call options by funds: $146M | Put options by funds: $223M

Holders
1,002
Holders Change
+83
Holders Change %
+9.03%
% of All Funds
13.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
160
Increased
295
Reduced
367
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
951
Wolff Wiese Magana
California
$4.91K
HNW
952
High Note Wealth
Minnesota
$4.91K +$4.74K +50 New
CSWM
953
Cassady Schiller Wealth Management
Ohio
$4.51K +$4.36K +46 New
NWWA
954
New Wave Wealth Advisors
Arkansas
$4.42K +$4.26K +45 New
ACA
955
Atlas Capital Advisors
Wyoming
$3.93K
WWP
956
WR Wealth Planners
Missouri
$3.93K +$1.42K +15 +60%
FGA
957
Fortis Group Advisors
New Jersey
$3.83K
CWM
958
Copia Wealth Management
Oregon
$3.44K +$3.31K +35 New
MHR
959
Matthew Hamilton Rosenberg
$3.4K -$4.36K -46 -57%
CWC
960
Carolinas Wealth Consulting
North Carolina
$3.24K
DPW
961
DiNuzzo Private Wealth
Pennsylvania
$3.14K
CWP
962
Clark Wealth Partners
Illinois
$3.14K +$3.03K +32 New
HFS
963
Hantz Financial Services
Michigan
$3K
FFC
964
First Financial Corp
Indiana
$2.94K
CIA
965
Cape Investment Advisory
Georgia
$2.94K +$95 +1 +3%
TWD
966
True Wealth Design
Ohio
$2.85K +$2.75K +29 New
SIC
967
Salem Investment Counselors
North Carolina
$2.75K +$474 +5 +22%
VWA
968
Valued Wealth Advisors
Utah
$2.66K
SIC
969
SJS Investment Consulting
Ohio
$2.55K -$189 -2 -7%
CCA
970
Criterion Capital Advisors
Tennessee
$2.44K
CPG
971
Cornerstone Planning Group
New Jersey
$2.41K
PPC
972
Park Place Capital
Alabama
$2.36K
MIA
973
MeadowBrook Investment Advisors
Michigan
$2.35K
WPA
974
West Paces Advisors
Georgia
$1.96K
HWP
975
Highline Wealth Partners
California
$1.96K +$947 +10 +100%

STT Hedge Fund Activity: Q4 2024 in Review

1,002 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2024, worth a combined $25.2B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new STT positions and 61 closed out — a net gain of 99 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $192M.

  • 1,002 institutional investors held State Street (STT) as of Q4 2024, up from 919 in Q3 2024.
  • Funds reported $25.2B of State Street stock for Q4 2024, up 11% quarter-over-quarter.
  • 160 funds opened new State Street positions in Q4 2024 and 61 closed out, a net change of +99 holders.
  • The largest State Street buyer in Q4 2024 was T. Rowe Price Associates, an estimated $154M added.
  • The largest State Street seller in Q4 2024 was Dodge & Cox, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2024.