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State Street
STT

1,027 hedge funds and large institutions have $30.3B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 360 increasing their positions, 331 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $247M | Put options by funds: $127M

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

10% more capital invested

Capital invested by funds: $27.6B → $30.3B (+$2.7B)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

4% more funds holding

Funds holding: 992 → 1,027 (+35)

9% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.86% → 91.21% (+0.35%)

Holders
1,027
Holders Change
+35
Holders Change %
+3.53%
% of All Funds
13.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
118
Increased
360
Reduced
331
Closed
69
Calls
$247M
Puts
$127M
Net Calls
+$119M
Net Calls Change
-$188M

Top Buyers

1
ROTUOC
Regents of the University of California
California
+$312M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$187M
3
Two Sigma Investments
Two Sigma Investments
New York
+$98.3M
4
UBS Group
UBS Group
Switzerland
+$88.4M
5
First Trust Advisors
First Trust Advisors
Illinois
+$82.4M

Top Sellers

1
CFP
Catalyst Financial Partners
Massachusetts
-$179M
2
Victory Capital Management
Victory Capital Management
Texas
-$134M
3
CB
Cooke & Bieler
Pennsylvania
-$123M
4
Millennium Management
Millennium Management
New York
-$84M
5
Capital International Investors
Capital International Investors
California
-$73.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
976
Salem Investment Counselors
North Carolina
$3.94K +$670 +6 +21%
STB
977
S&T Bank
Pennsylvania
$3.94K +$3.79K +34 New
BHWM
978
Beaird Harris Wealth Management
Texas
$3.83K +$893 +8 +32%
DPW
979
DiNuzzo Private Wealth
Pennsylvania
$3.79K – – –
DF
980
Dunhill Financial
United Kingdom
$3.77K +$112 +1 +3%
CA
981
Crewe Advisors
Utah
$3.48K +$3.35K +30 New
CIA
982
Cape Investment Advisory
Georgia
$3.36K – – –
CIAS
983
CBIZ Investment Advisory Services
Ohio
$3.36K +$558 +5 +21%
VWA
984
Valued Wealth Advisors
Utah
$3.21K – – –
DWM
985
Dogwood Wealth Management
Kansas
$3.13K +$893 +8 +42%
HFS
986
Hughes Financial Services
Virginia
$2.87K – – –
PPC
987
Park Place Capital
Alabama
$2.78K – – –
HWA
988
Heartwood Wealth Advisors
Virginia
$2.67K +$2.57K +23 New
APM
989
Advanced Portfolio Management
New York
$2.55K +$2.46K +22 New
BCWM
990
Bartlett & Co Wealth Management
Ohio
$2.44K +$2.34K +21 New
FC
991
Financial Consulate
Maryland
$2.32K +$2.23K +20 New
MAM
992
Marquette Asset Management
Minnesota
$2.32K +$2.23K +20 New
BHWM
993
Bay Harbor Wealth Management
Maryland
$2.2K +$446 +4 +27%
WWA
994
Wealth Watch Advisors
Colorado
$2.2K +$2.12K +19 New
CWM
995
Copia Wealth Management
Oregon
$2.09K – – –
PCM
996
Penserra Capital Management
California
$2K – – –
PMAM
997
Picton Mahoney Asset Management
Ontario, Canada
$2K – – –
TIM
998
Tortoise Investment Management
New York
$1.97K +$112 +1 +6%
NL
999
NVWM LLC
Pennsylvania
$1.74K – – –
PWA
1000
Principia Wealth Advisory
Texas
$1.74K +$335 +3 +25%
38 39
40
41 42

STT Hedge Fund Activity: Q3 2025 in Review

1,027 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2025, worth a combined $30.3B — up 9.8% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new STT positions and 69 closed out — a net gain of 49 holders — while 360 added to existing stakes and 331 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $312M. The largest seller was Catalyst Financial Partners, cutting an estimated $179M.

  • 1,027 institutional investors held State Street (STT) as of Q3 2025, up from 992 in Q2 2025.
  • Funds reported $30.3B of State Street stock for Q3 2025, up 9.8% quarter-over-quarter.
  • 118 funds opened new State Street positions in Q3 2025 and 69 closed out, a net change of +49 holders.
  • The largest State Street buyer in Q3 2025 was Regents of the University of California, an estimated $312M added.
  • The largest State Street seller in Q3 2025 was Catalyst Financial Partners, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2025.