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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
RWM
1026
Rialto Wealth Management
New York
$4.77K
HWP
1027
Highline Wealth Partners
California
$4.77K
MLA
1028
MB, Levis & Associates
Pennsylvania
$4.77K
DF
1029
Dunhill Financial
United Kingdom
$4.68K
MHR
1030
Matthew Hamilton Rosenberg
$4.47K
QL
1031
Quarry LP
New York
$4.39K
DPW
1032
DiNuzzo Private Wealth
Pennsylvania
$4.26K
BHWM
1033
Beaird Harris Wealth Management
Texas
$4.26K
CA
1034
Crewe Advisors
Utah
$3.87K
MSWM
1035
Mowery & Schoenfeld Wealth Management
Illinois
$3.87K
CIAS
1036
CBIZ Investment Advisory Services
Ohio
$3.74K
CIA
1037
Cape Investment Advisory
Georgia
$3.74K
DWM
1038
Dogwood Wealth Management
Kansas
$3.74K
BHWM
1039
Bay Harbor Wealth Management
Maryland
$3.61K
VWA
1040
Valued Wealth Advisors
Utah
$3.59K
SFS
1041
Sunrise Financial Services
Washington
$3.35K
CFP
1042
Comprehensive Financial Planning
Pennsylvania
$3.23K
MSL
1043
Monetary Solutions, Ltd
Ohio
$3.23K
WW
1044
Winnow Wealth
Texas
$3.12K
HFS
1045
Hughes Financial Services
Virginia
$3.1K
LB
1046
Legacy Bridge
Iowa
$2.71K
PPC
1047
Park Place Capital
Alabama
$2.71K
BCWM
1048
Bartlett & Co Wealth Management
Ohio
$2.71K
FC
1049
Financial Consulate
Maryland
$2.64K
HCM
1050
Hollencrest Capital Management
California
$2.6K