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State Street

987 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 354 increasing their positions, 365 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.63% more ownership

Funds ownership: 89.18%90.81% (+1.6%)

1% more funds holding

Funds holding: 977987 (+10)

3% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 365

Holders
987
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$429M
Puts
$122M
Net Calls
Net Calls Change

Top Buyers

1 +$448M
2 +$330M
3 +$281M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.2M

Top Sellers

1 -$358M
2 -$314M
3 -$152M
4
BlackRock
BlackRock
New York
-$100M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
951
Valued Wealth Advisors
Utah
$2.92K
TIM
952
Total Investment Management
Arizona
$2.9K
BHWM
953
Beaird Harris Wealth Management
Texas
$2.66K
HFS
954
Hughes Financial Services
Virginia
$2.66K
PPC
955
Park Place Capital
Alabama
$2.57K
CIAS
956
CBIZ Investment Advisory Services
Ohio
$2.55K
MWM
957
MorganRosel Wealth Management
Colorado
$2.23K
DWM
958
Dogwood Wealth Management
Kansas
$2.08K
PCM
959
Penserra Capital Management
California
$2K
CWM
960
Copia Wealth Management
Oregon
$1.91K
KHC
961
Koesten Hirschmann & Crabtree
Kansas
$1.77K
TIM
962
Tortoise Investment Management
New York
$1.7K
NL
963
NVWM LLC
Pennsylvania
$1.59K
BHWM
964
Bay Harbor Wealth Management
Maryland
$1.59K
SIC
965
SJS Investment Consulting
Ohio
$1.49K
BA
966
Bellwether Advisors
Nebraska
$1.49K
CT
967
Caldwell Trust
Florida
$1.49K
T
968
Transce3nd
Texas
$1.38K
PWA
969
Principia Wealth Advisory
Texas
$1.28K
SIS
970
Strategic Investment Solutions
Illinois
$1.24K
BCMLT
971
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.2K
FNWA
972
Financial Network Wealth Advisors
Utah
$1.06K
PMAM
973
Picton Mahoney Asset Management
Ontario, Canada
$1K
CAC
974
Core Alternative Capital
Georgia
$957
PWM
975
Parkworth Wealth Management
California
$957