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State Street

1,005 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, 350 increasing their positions, 325 reducing their positions, and 69 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: 9831,005 (+22)

8% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 325

0.4% more ownership

Funds ownership: 90.63%91.03% (+0.4%)

Holders
1,005
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
CWM
976
Copia Wealth Management
Oregon
$2.09K
PCM
977
Penserra Capital Management
California
$2K
PMAM
978
Picton Mahoney Asset Management
Ontario, Canada
$2K
TIM
979
Tortoise Investment Management
New York
$1.97K
NL
980
NVWM LLC
Pennsylvania
$1.74K
CT
981
Caldwell Trust
Florida
$1.62K
RS
982
Rakuten Securities
Japan
$1.62K
WW
983
Winnow Wealth
Texas
$1.4K
PAM
984
Palisade Asset Management
Minnesota
$1.28K
HHGA
985
Halbert Hargrove Global Advisors
California
$1.28K
CPG
986
Cornerstone Planning Group
New Jersey
$1.26K
FNWA
987
Financial Network Wealth Advisors
Utah
$1.16K
EFMH
988
E Fund Management (HK)
Hong Kong
$1.16K
CAC
989
Core Alternative Capital
Georgia
$1.04K
ETS
990
ESL Trust Services
New York
$1.04K
HIA
991
HFM Investment Advisors
New Jersey
$928
NC
992
North Capital
Utah
$928
WA
993
WestEnd Advisors
North Carolina
$696
TPBG
994
Turning Point Benefit Group
Maryland
$680
IAS
995
IMA Advisory Services
Colorado
$580
BI
996
Binnacle Investments
Iowa
$580
Q1WB
997
Quest 10 Wealth Builders
Virginia
$495
SFCL
998
Strengthening Families & Communities LLC
Massachusetts
$467
BIM
999
Breakwater Investment Management
Washington
$465
SA
1000
Seneschal Advisors
Washington
$465