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State Street

1,008 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, 352 increasing their positions, 326 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:

2% more funds holding

Funds holding: 9841,008 (+24)

8% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 326

0.4% more ownership

Funds ownership: 90.71%91.11% (+0.4%)

Holders
1,008
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
TCM
976
Triumph Capital Management
Colorado
$2.22K
BHWM
977
Bay Harbor Wealth Management
Maryland
$2.2K
WWA
978
Wealth Watch Advisors
Colorado
$2.2K
CWM
979
Copia Wealth Management
Oregon
$2.09K
PCM
980
Penserra Capital Management
California
$2K
PMAM
981
Picton Mahoney Asset Management
Ontario, Canada
$2K
TIM
982
Tortoise Investment Management
New York
$1.97K
NL
983
NVWM LLC
Pennsylvania
$1.74K
CT
984
Caldwell Trust
Florida
$1.62K
RS
985
Rakuten Securities
Japan
$1.62K
WW
986
Winnow Wealth
Texas
$1.4K
HHGA
987
Halbert Hargrove Global Advisors
California
$1.28K
PAM
988
Palisade Asset Management
Minnesota
$1.28K
CPG
989
Cornerstone Planning Group
New Jersey
$1.26K
FNWA
990
Financial Network Wealth Advisors
Utah
$1.16K
EFMH
991
E Fund Management (HK)
Hong Kong
$1.16K
CAC
992
Core Alternative Capital
Georgia
$1.04K
ETS
993
ESL Trust Services
New York
$1.04K
HIA
994
HFM Investment Advisors
New Jersey
$928
NC
995
North Capital
Utah
$928
WA
996
WestEnd Advisors
North Carolina
$696
TPBG
997
Turning Point Benefit Group
Maryland
$680
IAS
998
IMA Advisory Services
Colorado
$580
BI
999
Binnacle Investments
Iowa
$580
Q1WB
1000
Quest 10 Wealth Builders
Virginia
$495