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State Street

1,015 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 328 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:

3% more funds holding

Funds holding: 9871,015 (+28)

8% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 328

0.32% more ownership

Funds ownership: 90.81%91.13% (+0.32%)

Holders
1,015
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
HNW
951
High Note Wealth
Minnesota
$6.03K
SWP
952
Strategic Wealth Partners
Ohio
$5.8K
WWM
953
Wolff Wiese Magana
California
$5.8K
FGAM
954
Financial Gravity Asset Management
Texas
$5.49K
FMP
955
Financial Management Professionals
Texas
$5.45K
ACM
956
Accent Capital Management
Ohio
$5.45K
FFO
957
Fortitude Family Office
Arizona
$5.1K
AWM
958
Abound Wealth Management
Tennessee
$4.83K
EWP
959
Elevation Wealth Partners
California
$4.53K
FGA
960
Fortis Group Advisors
New Jersey
$4.52K
HWP
961
Highline Wealth Partners
California
$4.29K
RWM
962
Rialto Wealth Management
New York
$4.06K
MHR
963
Matthew Hamilton Rosenberg
$4.02K
CCM
964
Cloud Capital Management
Washington
$4K
SIC
965
Salem Investment Counselors
North Carolina
$3.94K
STB
966
S&T Bank
Pennsylvania
$3.94K
BHWM
967
Beaird Harris Wealth Management
Texas
$3.83K
DPW
968
DiNuzzo Private Wealth
Pennsylvania
$3.79K
DF
969
Dunhill Financial
United Kingdom
$3.77K
CA
970
Crewe Advisors
Utah
$3.48K
CIA
971
Cape Investment Advisory
Georgia
$3.36K
CIAS
972
CBIZ Investment Advisory Services
Ohio
$3.36K
VWA
973
Valued Wealth Advisors
Utah
$3.21K
DWM
974
Dogwood Wealth Management
Kansas
$3.13K
HFS
975
Hughes Financial Services
Virginia
$2.87K