STT icon

State Street

1,022 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 358 increasing their positions, 331 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:

3% more funds holding

Funds holding: 9891,022 (+33)

8% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.82%91.17% (+0.35%)

Holders
1,022
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
CA
976
Crewe Advisors
Utah
$3.48K
CIA
977
Cape Investment Advisory
Georgia
$3.36K
CIAS
978
CBIZ Investment Advisory Services
Ohio
$3.36K
VWA
979
Valued Wealth Advisors
Utah
$3.21K
DWM
980
Dogwood Wealth Management
Kansas
$3.13K
HFS
981
Hughes Financial Services
Virginia
$2.87K
PPC
982
Park Place Capital
Alabama
$2.78K
HWA
983
Heartwood Wealth Advisors
Virginia
$2.67K
APM
984
Advanced Portfolio Management
New York
$2.55K
BCWM
985
Bartlett & Co Wealth Management
Ohio
$2.44K
FC
986
Financial Consulate
Maryland
$2.32K
MAM
987
Marquette Asset Management
Minnesota
$2.32K
BHWM
988
Bay Harbor Wealth Management
Maryland
$2.2K
WWA
989
Wealth Watch Advisors
Colorado
$2.2K
CWM
990
Copia Wealth Management
Oregon
$2.09K
PMAM
991
Picton Mahoney Asset Management
Ontario, Canada
$2K
PCM
992
Penserra Capital Management
California
$2K
TIM
993
Tortoise Investment Management
New York
$1.97K
NL
994
NVWM LLC
Pennsylvania
$1.74K
PWA
995
Principia Wealth Advisory
Texas
$1.74K
CT
996
Caldwell Trust
Florida
$1.62K
RS
997
Rakuten Securities
Japan
$1.62K
WW
998
Winnow Wealth
Texas
$1.4K
SIS
999
Strategic Investment Solutions
Illinois
$1.36K
PAM
1000
Palisade Asset Management
Minnesota
$1.28K