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State Street

1,008 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 352 increasing their positions, 326 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2% more funds holding

Funds holding: 9841,008 (+24)

8% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 326

0.4% more ownership

Funds ownership: 90.71%91.11% (+0.4%)

Holders
1,008
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$247M
Puts
$127M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
951
Accent Capital Management
Ohio
$5.45K
FFO
952
Fortitude Family Office
Arizona
$5.1K
AWM
953
Abound Wealth Management
Tennessee
$4.83K
EWP
954
Elevation Wealth Partners
California
$4.53K
FGA
955
Fortis Group Advisors
New Jersey
$4.52K
HWP
956
Highline Wealth Partners
California
$4.29K
RWM
957
Rialto Wealth Management
New York
$4.06K
MHR
958
Matthew Hamilton Rosenberg
$4.02K
CCM
959
Cloud Capital Management
Washington
$4K
SIC
960
Salem Investment Counselors
North Carolina
$3.94K
STB
961
S&T Bank
Pennsylvania
$3.94K
BHWM
962
Beaird Harris Wealth Management
Texas
$3.83K
DPW
963
DiNuzzo Private Wealth
Pennsylvania
$3.79K
DF
964
Dunhill Financial
United Kingdom
$3.77K
CA
965
Crewe Advisors
Utah
$3.48K
CIAS
966
CBIZ Investment Advisory Services
Ohio
$3.36K
VWA
967
Valued Wealth Advisors
Utah
$3.21K
DWM
968
Dogwood Wealth Management
Kansas
$3.13K
HFS
969
Hughes Financial Services
Virginia
$2.87K
PPC
970
Park Place Capital
Alabama
$2.78K
HWA
971
Heartwood Wealth Advisors
Virginia
$2.67K
APM
972
Advanced Portfolio Management
New York
$2.55K
BCWM
973
Bartlett & Co Wealth Management
Ohio
$2.44K
FC
974
Financial Consulate
Maryland
$2.32K
MAM
975
Marquette Asset Management
Minnesota
$2.32K