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State Street

1,082 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 352 increasing their positions, 382 reducing their positions, and 74 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:

1.58% more ownership

Funds ownership: 91.16%92.74% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,082
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
KG
1001
Kilter Group
New York
$9.68K
USB
1002
Union Savings Bank
Connecticut
$9.68K
CPG
1003
Cornerstone Planning Group
New Jersey
$9.62K
RF
1004
Rossby Financial
Florida
$9.55K
TH
1005
TCTC Holdings
Texas
$9.16K
HNW
1006
High Note Wealth
Minnesota
$9.16K
AW
1007
Avion Wealth
Texas
$9K
RWA
1008
Redmont Wealth Advisors
Illinois
$8.64K
HHMI
1009
Howard Hughes Medical Institute
Maryland
$7.87K
VWWMG
1010
Vermillion & White Wealth Management Group
Pennsylvania
$7.87K
IA
1011
Icon Advisers
Colorado
$7.74K
ME
1012
McIlrath & Eck
Washington
$7.74K
HIA
1013
HFM Investment Advisors
New Jersey
$7.35K
CFM
1014
Cornerstone Financial Management
Massachusetts
$7.35K
TCM
1015
Triumph Capital Management
Colorado
$7K
WFA
1016
West Financial Advisors
Iowa
$6.97K
AFC
1017
Ares Financial Consulting
California
$6.71K
JGCM
1018
Joseph Group Capital Management
Ohio
$6.58K
WWM
1019
Wolff Wiese Magana
California
$6.45K
EWP
1020
Elevation Wealth Partners
California
$6.32K
FG
1021
Fairman Group
Pennsylvania
$6.32K
FMP
1022
Financial Management Professionals
Texas
$6.06K
ACM
1023
Accent Capital Management
Ohio
$6.06K
PWA
1024
Physician Wealth Advisors
Utah
$5.93K
AWM
1025
Abound Wealth Management
Tennessee
$5.79K