We are live on ! Find out more
STT icon

State Street

919 hedge funds and large institutions have $22.8B invested in State Street in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 279 increasing their positions, 376 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 75

13% more capital invested

Capital invested by funds: $20.1B → $22.8B (+$2.68B)

2% more funds holding

Funds holding: 900919 (+19)

3.94% less ownership

Funds ownership: 90.05%86.1% (-3.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

19% less call options, than puts

Call options by funds: $163M | Put options by funds: $202M

26% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 376

Holders
919
Holders Change
+19
Holders Change %
+2.11%
% of All Funds
13.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
100
Increased
279
Reduced
376
Closed
75
Calls
$163M
Puts
$202M
Net Calls
-$39.1M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
976
Realta Investment Advisors
Delaware
-$14.9K -202 Closed
CBT
977
Central Bank & Trust
Kentucky
-$12.9K -174 Closed
TSWM
978
Tyler-Stone Wealth Management
Ohio
-$12.6K -170 Closed
FFA
979
Frazier Financial Advisors
Ohio
-$12.1K -164 Closed
WIA
980
Wetzel Investment Advisors
Indiana
-$12K -155 Closed
VNA
981
Valley National Advisers
Pennsylvania
-$9K -132 Closed
PCMC
982
Planning Capital Management Corporation
Pennsylvania
-$9.62K -130 Closed
LIA
983
Lynx Investment Advisory
District of Columbia
-$7.18K -97 Closed
BHWM
984
Beaird Harris Wealth Management
Texas
-$4.44K -60 Closed
IA
985
Icon Advisers
Colorado
-$4.44K -60 Closed
OWA
986
Opal Wealth Advisors
New York
-$3.85K -52 Closed
UWS
987
Unique Wealth Strategies
Illinois
-$3.33K -43 Closed
RFG
988
RFP Financial Group
Georgia
-$2.89K -39 Closed
JFGIW
989
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$2.66K -36 Closed
CB
990
Centennial Bank
Arkansas
-$2.07K -28 Closed
FW
991
Fairway Wealth
Ohio
-$1.26K -17 Closed
RWM
992
Ruedi Wealth Management
Illinois
-$1.11K -15 Closed
GI
993
Gradient Investments
Minnesota
-$666 -9 Closed
CP
994
Castleview Partners
Texas
-$370 -5 Closed

STT Hedge Fund Activity: Q3 2024 in Review

919 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2024, worth a combined $22.8B — up 13% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STT positions and 75 closed out — a net gain of 25 holders — while 279 added to existing stakes and 376 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Dodge & Cox, cutting an estimated $285M.

  • 919 institutional investors held State Street (STT) as of Q3 2024, up from 900 in Q2 2024.
  • Funds reported $22.8B of State Street stock for Q3 2024, up 13% quarter-over-quarter.
  • 100 funds opened new State Street positions in Q3 2024 and 75 closed out, a net change of +25 holders.
  • The largest State Street buyer in Q3 2024 was BlackRock, an estimated $126M added.
  • The largest State Street seller in Q3 2024 was Dodge & Cox, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2024.