STT icon

State Street

1,015 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, 355 increasing their positions, 328 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:

3% more funds holding

Funds holding: 9871,015 (+28)

8% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 328

0.32% more ownership

Funds ownership: 90.81%91.13% (+0.32%)

Holders
1,015
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
PPC
976
Park Place Capital
Alabama
$2.78K
HWA
977
Heartwood Wealth Advisors
Virginia
$2.67K
APM
978
Advanced Portfolio Management
New York
$2.55K
BCWM
979
Bartlett & Co Wealth Management
Ohio
$2.44K
FC
980
Financial Consulate
Maryland
$2.32K
MAM
981
Marquette Asset Management
Minnesota
$2.32K
BHWM
982
Bay Harbor Wealth Management
Maryland
$2.2K
WWA
983
Wealth Watch Advisors
Colorado
$2.2K
CWM
984
Copia Wealth Management
Oregon
$2.09K
PCM
985
Penserra Capital Management
California
$2K
PMAM
986
Picton Mahoney Asset Management
Ontario, Canada
$2K
TIM
987
Tortoise Investment Management
New York
$1.97K
NL
988
NVWM LLC
Pennsylvania
$1.74K
CT
989
Caldwell Trust
Florida
$1.62K
RS
990
Rakuten Securities
Japan
$1.62K
WW
991
Winnow Wealth
Texas
$1.4K
SIS
992
Strategic Investment Solutions
Illinois
$1.36K
PAM
993
Palisade Asset Management
Minnesota
$1.28K
HHGA
994
Halbert Hargrove Global Advisors
California
$1.28K
CPG
995
Cornerstone Planning Group
New Jersey
$1.26K
FNWA
996
Financial Network Wealth Advisors
Utah
$1.16K
EFMH
997
E Fund Management (HK)
Hong Kong
$1.16K
CAC
998
Core Alternative Capital
Georgia
$1.04K
ETS
999
ESL Trust Services
New York
$1.04K
HIA
1000
HFM Investment Advisors
New Jersey
$928