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State Street

1,076 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 350 increasing their positions, 382 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:

1.23% more ownership

Funds ownership: 91.17%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,076
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
TH
1001
TCTC Holdings
Texas
$9.16K
HNW
1002
High Note Wealth
Minnesota
$9.16K
AW
1003
Avion Wealth
Texas
$9K
RWA
1004
Redmont Wealth Advisors
Illinois
$8.64K
HHMI
1005
Howard Hughes Medical Institute
Maryland
$7.87K
VWWMG
1006
Vermillion & White Wealth Management Group
Pennsylvania
$7.87K
IA
1007
Icon Advisers
Colorado
$7.74K
ME
1008
McIlrath & Eck
Washington
$7.74K
HIA
1009
HFM Investment Advisors
New Jersey
$7.35K
CFM
1010
Cornerstone Financial Management
Massachusetts
$7.35K
TCM
1011
Triumph Capital Management
Colorado
$7K
WFA
1012
West Financial Advisors
Iowa
$6.97K
AFC
1013
Ares Financial Consulting
California
$6.71K
JGCM
1014
Joseph Group Capital Management
Ohio
$6.58K
WWM
1015
Wolff Wiese Magana
California
$6.45K
EWP
1016
Elevation Wealth Partners
California
$6.32K
FG
1017
Fairman Group
Pennsylvania
$6.32K
FMP
1018
Financial Management Professionals
Texas
$6.06K
ACM
1019
Accent Capital Management
Ohio
$6.06K
PWA
1020
Physician Wealth Advisors
Utah
$5.93K
AWM
1021
Abound Wealth Management
Tennessee
$5.79K
ACA
1022
Atlas Capital Advisors
Wyoming
$5.68K
FFO
1023
Fortitude Family Office
Arizona
$5.55K
BGA
1024
Battery Global Advisors
Massachusetts
$5.55K
FGA
1025
Fortis Group Advisors
New Jersey
$5.03K