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State Street

1,002 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 61

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.2B (+$2.48B)

9% more funds holding

Funds holding: 9191,002 (+83)

1.6% more ownership

Funds ownership: 86.1%87.7% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

34% less call options, than puts

Call options by funds: $146M | Put options by funds: $223M

Holders
1,002
Holders Change
+83
Holders Change %
+9.03%
% of All Funds
13.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
160
Increased
295
Reduced
367
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
976
Atala Financial
California
$1.96K +$1.89K +20 New
LDB
977
Lee, Danner & Bass
Tennessee
$1.77K +$1.71K +18 New
TAM
978
Tucker Asset Management
Colorado
$1.41K -$4.26K -45 -76%
EBA
979
Eagle Bay Advisors
New York
$1.37K -$3.5K -37 -73%
CT
980
Caldwell Trust
Florida
$1.37K
BA
981
Bellwether Advisors
Nebraska
$1.37K +$1.33K +14 New
Q1WB
982
Quest 10 Wealth Builders
Virginia
$1.37K +$1.33K +14 New
FMP
983
Financial Management Professionals
Texas
$1.28K -$758 -8 -38%
T
984
Transce3nd
Texas
$1.28K +$1.23K +13 New
SIS
985
Strategic Investment Solutions
Illinois
$1.12K
BCMLT
986
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.09K
FFO
987
Fortitude Family Office
Arizona
$1.08K
CAL
988
Capital Analysts LLC
Pennsylvania
$1K -$5.11K -54 -89%
PMAM
989
Picton Mahoney Asset Management
Ontario, Canada
$1K
NL
990
NVWM LLC
Pennsylvania
$982
CAC
991
Core Alternative Capital
Georgia
$883
OSNBOA
992
Old Second National Bank of Aurora
Illinois
$883 +$852 +9 New
WW
993
Winnow Wealth
Texas
$731 +$758 +8 New
WA
994
WestEnd Advisors
North Carolina
$589
APW
995
Aventura Private Wealth
Florida
$589 +$568 +6 New
PWA
996
Principia Wealth Advisory
Texas
$589 +$568 +6 New
MAS
997
MPWM Advisory Solutions
Georgia
$491 +$474 +5 New
PWM
998
Parkworth Wealth Management
California
$491 +$474 +5 New
CAM
999
Chesapeake Asset Management
New York
$490
Parallax Volatility Advisers
1000
Parallax Volatility Advisers
California
$393 -$3.42M -36,110 -100%

STT Hedge Fund Activity: Q4 2024 in Review

1,002 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2024, worth a combined $25.2B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new STT positions and 61 closed out — a net gain of 99 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $192M.

  • 1,002 institutional investors held State Street (STT) as of Q4 2024, up from 919 in Q3 2024.
  • Funds reported $25.2B of State Street stock for Q4 2024, up 11% quarter-over-quarter.
  • 160 funds opened new State Street positions in Q4 2024 and 61 closed out, a net change of +99 holders.
  • The largest State Street buyer in Q4 2024 was T. Rowe Price Associates, an estimated $154M added.
  • The largest State Street seller in Q4 2024 was Dodge & Cox, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2024.