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State Street

1,096 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 355 increasing their positions, 383 reducing their positions, and 73 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

Funds holding:

1.59% more ownership

Funds ownership: 91.21%92.8% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 383

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,096
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$720M
Puts
$136M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCB
951
United Community Bank
South Carolina
$31.2K
ST
952
Smithfield Trust
Pennsylvania
$31K
PJC
953
Phillip James Consulting
Minnesota
$30K
WAG
954
Wilkerson Advisory Group
Missouri
$28.6K
PWM
955
Peck Wealth Management
New York
$27.9K
GKIM
956
GW&K Investment Management
Massachusetts
$27K
PK
957
Pflug Koory
Nebraska
$25.2K
BWL
958
Bogart Wealth LLC
Virginia
$24.9K
JWA
959
JFS Wealth Advisors
Pennsylvania
$24.6K
SL
960
Salomon & Ludwin
Virginia
$24.5K
AA
961
Addison Advisors
Vermont
$24K
FMTCOCP
962
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K
SEP
963
Signature Equity Partners
Ohio
$21.7K
CBT
964
Crews Bank & Trust
Florida
$21.5K
SIS
965
Sound Income Strategies
Florida
$21.5K
BIA
966
Bell Investment Advisors
California
$21.3K
NRG
967
Nemes Rush Group
Michigan
$21K
AG
968
AmeriFlex Group
Nevada
$20.5K
OAJ
969
Ogorek Anthony Joseph
New York
$20K
S
970
Sachetta
Massachusetts
$19.9K
RBI
971
Raiffeisen Bank International
Austria
$19.3K
NSIM
972
North Star Investment Management
Illinois
$19.1K
IRAG
973
Investment Research & Advisory Group
Georgia
$19K
AF
974
Advisornet Financial
Minnesota
$18.5K
PWAM
975
Private Wealth Asset Management
Iowa
$18.2K