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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
CT
1001
Caldwell Trust
Florida
$1.62K – – –
RS
1002
Rakuten Securities
Japan
$1.62K +$1.23K +11 +367%
WW
1003
Winnow Wealth
Texas
$1.4K +$1.34K +12 New
SIS
1004
Strategic Investment Solutions
Illinois
$1.36K – – –
HHGA
1005
Halbert Hargrove Global Advisors
California
$1.28K +$1.23K +11 New
PAM
1006
Palisade Asset Management
Minnesota
$1.28K +$1.23K +11 New
CPG
1007
Cornerstone Planning Group
New Jersey
$1.26K -$5.69K -51 -86%
FNWA
1008
Financial Network Wealth Advisors
Utah
$1.16K – – –
EFMH
1009
E Fund Management (HK)
Hong Kong
$1.16K +$1.12K +10 New
CAC
1010
Core Alternative Capital
Georgia
$1.04K – – –
ETS
1011
ESL Trust Services
New York
$1.04K +$1K +9 New
HIA
1012
HFM Investment Advisors
New Jersey
$928 +$112 +1 +14%
NC
1013
North Capital
Utah
$928 +$893 +8 New
APW
1014
Aventura Private Wealth
Florida
$696 – – –
WA
1015
WestEnd Advisors
North Carolina
$696 – – –
TPBG
1016
Turning Point Benefit Group
Maryland
$680 +$670 +6 New
BI
1017
Binnacle Investments
Iowa
$580 – – –
IAS
1018
IMA Advisory Services
Colorado
$580 – – –
Q1WB
1019
Quest 10 Wealth Builders
Virginia
$495 – – –
SFCL
1020
Strengthening Families & Communities LLC
Massachusetts
$467 +$446 +4 New
BIM
1021
Breakwater Investment Management
Washington
$465 +$446 +4 New
SA
1022
Seneschal Advisors
Washington
$465 +$446 +4 New
EWM
1023
Evolution Wealth Management
Florida
$464 +$446 +4 New
QWM
1024
Quaker Wealth Management
New Jersey
$349 – – –
DCM
1025
Davis Capital Management
Florida
$348 +$335 +3 New
39 40
41
42 43

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.