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State Street

992 hedge funds and large institutions have $27.6B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 357 increasing their positions, 367 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $429M | Put options by funds: $122M

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

22% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 79

19% more capital invested

Capital invested by funds: $23.2B → $27.6B (+$4.34B)

0.83% more ownership

Funds ownership: 90.03%90.86% (+0.83%)

1% more funds holding

Funds holding: 986992 (+6)

3% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 367

Holders
992
Holders Change
+6
Holders Change %
+0.61%
% of All Funds
13.06%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
96
Increased
357
Reduced
367
Closed
79
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Change in
Stake
DF
951
Dunhill Financial
United Kingdom
$3.44K -$92 -1 -3%
FMP
952
Financial Management Professionals
Texas
$3.4K +$1.76K +19 +146%
RWM
953
Rialto Wealth Management
New York
$3.3K +$2.31K +25 +417%
CIA
954
Cape Investment Advisory
Georgia
$3.08K -$92 -1 -3%
SIC
955
Salem Investment Counselors
North Carolina
$2.98K
VWA
956
Valued Wealth Advisors
Utah
$2.92K +$92 +1 +4%
TIM
957
Total Investment Management
Arizona
$2.9K +$2.5K +27 New
BHWM
958
Beaird Harris Wealth Management
Texas
$2.66K +$2.31K +25 New
HFS
959
Hughes Financial Services
Virginia
$2.66K +$1.2K +13 +118%
PPC
960
Park Place Capital
Alabama
$2.57K
CIAS
961
CBIZ Investment Advisory Services
Ohio
$2.55K +$2.22K +24 New
MWM
962
MorganRosel Wealth Management
Colorado
$2.23K
DWM
963
Dogwood Wealth Management
Kansas
$2.08K +$1.39K +15 +375%
PCM
964
Penserra Capital Management
California
$2K
CWM
965
Copia Wealth Management
Oregon
$1.91K -$1.57K -17 -49%
KHC
966
Koesten Hirschmann & Crabtree
Kansas
$1.77K +$1.57K +17 New
TIM
967
Tortoise Investment Management
New York
$1.7K +$1.48K +16 New
NL
968
NVWM LLC
Pennsylvania
$1.59K
BHWM
969
Bay Harbor Wealth Management
Maryland
$1.59K +$925 +10 +200%
SIC
970
SJS Investment Consulting
Ohio
$1.49K -$832 -9 -39%
BA
971
Bellwether Advisors
Nebraska
$1.49K
CT
972
Caldwell Trust
Florida
$1.49K
T
973
Transce3nd
Texas
$1.38K
PWA
974
Principia Wealth Advisory
Texas
$1.28K +$740 +8 +200%
SIS
975
Strategic Investment Solutions
Illinois
$1.24K

STT Hedge Fund Activity: Q2 2025 in Review

992 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q2 2025, worth a combined $27.6B — up 19% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new STT positions and 79 closed out — a net gain of 17 holders — while 357 added to existing stakes and 367 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $385M. The largest seller was Amundi, cutting an estimated $308M.

  • 992 institutional investors held State Street (STT) as of Q2 2025, up from 986 in Q1 2025.
  • Funds reported $27.6B of State Street stock for Q2 2025, up 19% quarter-over-quarter.
  • 96 funds opened new State Street positions in Q2 2025 and 79 closed out, a net change of +17 holders.
  • The largest State Street buyer in Q2 2025 was Victory Capital Management, an estimated $385M added.
  • The largest State Street seller in Q2 2025 was Amundi, an estimated $308M sold.

Based on aggregated 13F filings for Q2 2025.