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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$448M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$330M
3
CFP
Catalyst Financial Partners
Massachusetts
+$281M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$187M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.2M

Top Sellers

1
Amundi
Amundi
France
-$358M
2
EB
Eastern Bank
Massachusetts
-$314M
3
Capital International Investors
Capital International Investors
California
-$152M
4
BlackRock
BlackRock
New York
-$100M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
951
CBIZ Investment Advisory Services
Ohio
$2.55K +$2.55K +24 New
MWM
952
MorganRosel Wealth Management
Colorado
$2.23K – – –
DWM
953
Dogwood Wealth Management
Kansas
$2.08K +$1.64K +15 +375%
PCM
954
Penserra Capital Management
California
$2K – – –
CWM
955
Copia Wealth Management
Oregon
$1.91K -$1.81K -17 -49%
KHC
956
Koesten Hirschmann & Crabtree
Kansas
$1.77K +$1.77K +17 New
TIM
957
Tortoise Investment Management
New York
$1.7K +$1.7K +16 New
NL
958
NVWM LLC
Pennsylvania
$1.6K – – –
BHWM
959
Bay Harbor Wealth Management
Maryland
$1.6K +$1.06K +10 +200%
SIC
960
SJS Investment Consulting
Ohio
$1.49K -$957 -9 -39%
BA
961
Bellwether Advisors
Nebraska
$1.49K – – –
T
962
Transce3nd
Texas
$1.38K – – –
PWA
963
Principia Wealth Advisory
Texas
$1.28K +$851 +8 +200%
SIS
964
Strategic Investment Solutions
Illinois
$1.24K – – –
BCMLT
965
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.2K – – –
FNWA
966
Financial Network Wealth Advisors
Utah
$1.06K – – –
PMAM
967
Picton Mahoney Asset Management
Ontario, Canada
$1K -$344K -4,822 -100%
CAC
968
Core Alternative Capital
Georgia
$957 – – –
PWM
969
Parkworth Wealth Management
California
$957 +$319 +3 +50%
HIA
970
HFM Investment Advisors
New Jersey
$744 +$213 +2 +40%
PWA
971
Physician Wealth Advisors
Utah
$639 +$639 +6 New
WA
972
WestEnd Advisors
North Carolina
$638 -$319 -3 -33%
LFA
973
LGT Financial Advisors
Texas
$638 +$638 +6 New
BI
974
Binnacle Investments
Iowa
$532 – – –
IAS
975
IMA Advisory Services
Colorado
$532 +$532 +5 New
37 38
39
40 41