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State Street

1,074 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 350 increasing their positions, 382 reducing their positions, and 72 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
1,074
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
AW
1001
Avion Wealth
Texas
$9K
RWA
1002
Redmont Wealth Advisors
Illinois
$8.64K
HHMI
1003
Howard Hughes Medical Institute
Maryland
$7.87K
VWWMG
1004
Vermillion & White Wealth Management Group
Pennsylvania
$7.87K
IA
1005
Icon Advisers
Colorado
$7.74K
ME
1006
McIlrath & Eck
Washington
$7.74K
HIA
1007
HFM Investment Advisors
New Jersey
$7.35K
CFM
1008
Cornerstone Financial Management
Massachusetts
$7.35K
TCM
1009
Triumph Capital Management
Colorado
$7K
WFA
1010
West Financial Advisors
Iowa
$6.97K
AFC
1011
Ares Financial Consulting
California
$6.71K
JGCM
1012
Joseph Group Capital Management
Ohio
$6.58K
WWM
1013
Wolff Wiese Magana
California
$6.45K
EWP
1014
Elevation Wealth Partners
California
$6.32K
FG
1015
Fairman Group
Pennsylvania
$6.32K
ACM
1016
Accent Capital Management
Ohio
$6.06K
FMP
1017
Financial Management Professionals
Texas
$6.06K
PWA
1018
Physician Wealth Advisors
Utah
$5.93K
AWM
1019
Abound Wealth Management
Tennessee
$5.79K
ACA
1020
Atlas Capital Advisors
Wyoming
$5.68K
FFO
1021
Fortitude Family Office
Arizona
$5.55K
BGA
1022
Battery Global Advisors
Massachusetts
$5.55K
FGA
1023
Fortis Group Advisors
New Jersey
$5.03K
RWM
1024
Rialto Wealth Management
New York
$4.77K
HWP
1025
Highline Wealth Partners
California
$4.77K