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State Street

989 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 290 increasing their positions, 366 reducing their positions, and 61 closing their positions.

Holders
989
Holders Change
+78
Holders Change %
+8.56%
% of All Funds
13.17%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
155
Increased
290
Reduced
366
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CIP
1026
Capital Insight Partners
Arizona
-$206K -2,334 Closed
PS
1027
Planned Solutions
California
-$122K -1,375 Closed
AA
1028
Alta Advisers
United Kingdom
-$106K -1,200 Closed
WPW
1029
Waldron Private Wealth
Pennsylvania
-$102K -1,155 Closed
BWP
1030
Baldwin Wealth Partners
Massachusetts
-$68.4K -773 Closed
CPA
1031
Capital Performance Advisors
California
-$53.7K -607 Closed
ACM
1032
Accent Capital Management
Ohio
-$44.2K -500 Closed
DWS
1033
Dynamic Wealth Strategies
California
-$30K -340 Closed
HWA
1034
Heritage Wealth Advisors
Virginia
-$26.5K -300 Closed
N
1035
Natixis
France
-$23.3K -263 Closed
NS
1036
NBC Securities
Alabama
-$22K -254 Closed
ATS
1037
Ashton Thomas Securities
New York
-$17.3K -195 Closed
OA
1038
Operose Advisors
Wisconsin
-$11.5K -130 Closed
RWA
1039
Redmont Wealth Advisors
Illinois
-$5.93K -67 Closed
CA
1040
Crewe Advisors
Utah
-$4.96K -56 Closed
APC
1041
Aspire Private Capital
North Carolina
-$4.87K -55 Closed
RS
1042
Rakuten Securities
Japan
-$3.89K -44 Closed
NFA
1043
Northwest Financial Advisors
Virginia
-$1.68K -19 Closed
UCI
1044
Uncommon Cents Investing
Wisconsin
-$1.33K -15 Closed
GSEP
1045
Golden State Equity Partners
California
-$796 -9 Closed
CA
1046
Claris Advisors
Missouri
-$796 -9 Closed
VAMG
1047
Voisard Asset Management Group
Michigan
-$620 -7 Closed
MIM
1048
Macroview Investment Management
Maryland
-$531 -6 Closed
AIM
1049
Anchor Investment Management
South Carolina
-$531 -6 Closed
MFG
1050
Mendota Financial Group
Wisconsin
-$89 -1 Closed