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State Street

986 hedge funds and large institutions have $23.2B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 354 increasing their positions, 347 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $140M | Put options by funds: $120M

2.33% more ownership

Funds ownership: 87.7%90.03% (+2.3%)

2% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 347

3% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,002986 (-16)

8% less capital invested

Capital invested by funds: $25.2B → $23.2B (-$2.02B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
986
Holders Change
-16
Holders Change %
-1.6%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
101
Increased
354
Reduced
347
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
951
MorganRosel Wealth Management
Colorado
$1.88K +$2.01K +21 New
AF
952
Atala Financial
California
$1.79K
WPA
953
West Paces Advisors
Georgia
$1.79K
NL
954
NVWM LLC
Pennsylvania
$1.34K +$478 +5 +50%
BA
955
Bellwether Advisors
Nebraska
$1.25K
CT
956
Caldwell Trust
Florida
$1.25K
FMP
957
Financial Management Professionals
Texas
$1.16K
T
958
Transce3nd
Texas
$1.16K
SIS
959
Strategic Investment Solutions
Illinois
$1.03K +$96 +1 +9%
BCMLT
960
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K
VNA
961
Valley National Advisers
Pennsylvania
$1K +$1.15K +12 New
WW
962
Winnow Wealth
Texas
$988 +$382 +4 +50%
FFO
963
Fortitude Family Office
Arizona
$985
HFS
964
Hughes Financial Services
Virginia
$977 +$1.05K +11 New
FNWA
965
Financial Network Wealth Advisors
Utah
$895 +$955 +10 New
CAC
966
Core Alternative Capital
Georgia
$806
WA
967
WestEnd Advisors
North Carolina
$806 +$287 +3 +50%
RWM
968
Rialto Wealth Management
New York
$538 +$573 +6 New
APW
969
Aventura Private Wealth
Florida
$537
PWM
970
Parkworth Wealth Management
California
$537 +$96 +1 +20%
CAWM
971
Capital A Wealth Management
Pennsylvania
$537 +$573 +6 New
GP
972
Greenline Partners
New York
$537 +$573 +6 New
MAS
973
MPWM Advisory Solutions
Georgia
$448
BI
974
Binnacle Investments
Iowa
$448 +$478 +5 New
HIA
975
HFM Investment Advisors
New Jersey
$448 +$478 +5 New

STT Hedge Fund Activity: Q1 2025 in Review

986 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2025, worth a combined $23.2B — down 8% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of STT and 101 opened new positions — a net loss of 3 holders — while 347 trimmed existing stakes and 354 added.

The largest buyer was Eastern Bank, adding an estimated $282M. The largest seller was Amundi, cutting an estimated $117M.

  • 986 institutional investors held State Street (STT) as of Q1 2025, down from 1,002 in Q4 2024.
  • Funds reported $23.2B of State Street stock for Q1 2025, down 8% quarter-over-quarter.
  • 101 funds opened new State Street positions in Q1 2025 and 104 closed out, a net change of -3 holders.
  • The largest State Street buyer in Q1 2025 was Eastern Bank, an estimated $282M added.
  • The largest State Street seller in Q1 2025 was Amundi, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2025.