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State Street

1,096 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 355 increasing their positions, 383 reducing their positions, and 73 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

Funds holding:

1.59% more ownership

Funds ownership: 91.21%92.8% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 383

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,096
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$720M
Puts
$136M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
976
Golden State Wealth Management
California
$17.5K
DIP
977
DT Investment Partners
Pennsylvania
$16K
RDFA
978
Ritter Daniher Financial Advisory
Ohio
$15.9K
W
979
WealthCollab
Washington
$15.7K
RTL
980
Red Tortoise LLC
Georgia
$15.4K
CAL
981
Capital Advisors Ltd
Ohio
$15K
KFAS
982
Keating Financial Advisory Services
Kansas
$14.8K
HWA
983
HHM Wealth Advisors
Tennessee
$14.7K
SC
984
SouthState Corp
Florida
$14.4K
RS
985
Rakuten Securities
Japan
$14.3K
MPW
986
MASECO Private Wealth
$14K
PCM
987
Penserra Capital Management
California
$14K
MBFW
988
Morton Brown Family Wealth
Pennsylvania
$13.8K
WA
989
Westfuller Advisors
New York
$13.7K
PAI
990
Pittenger & Anderson Inc
Nebraska
$13.4K
MAM
991
Marquette Asset Management
Minnesota
$13K
TCOT
992
Trust Company of Toledo
Ohio
$12.9K
JGIA
993
Jackson Grant Investment Advisers
Connecticut
$12.9K
MWM
994
Mascoma Wealth Management
New Hampshire
$12.9K
ECA
995
Elevated Capital Advisors
Utah
$12.9K
NS
996
NBC Securities
Alabama
$12.8K
OP
997
ORG Partners
Indiana
$12.8K
CTB
998
Country Trust Bank
Illinois
$12.4K
CA
999
CoreCap Advisors
Michigan
$12.1K
FIA
1000
FNY Investment Advisers
New York
$12K