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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
MLA
1026
MB, Levis & Associates
Pennsylvania
$4.77K
DF
1027
Dunhill Financial
United Kingdom
$4.68K
MHR
1028
Matthew Hamilton Rosenberg
$4.47K
QL
1029
Quarry LP
New York
$4.39K
DPW
1030
DiNuzzo Private Wealth
Pennsylvania
$4.26K
BHWM
1031
Beaird Harris Wealth Management
Texas
$4.26K
CA
1032
Crewe Advisors
Utah
$3.87K
MSWM
1033
Mowery & Schoenfeld Wealth Management
Illinois
$3.87K
CIAS
1034
CBIZ Investment Advisory Services
Ohio
$3.74K
CIA
1035
Cape Investment Advisory
Georgia
$3.74K
DWM
1036
Dogwood Wealth Management
Kansas
$3.74K
BHWM
1037
Bay Harbor Wealth Management
Maryland
$3.61K
VWA
1038
Valued Wealth Advisors
Utah
$3.59K
SFS
1039
Sunrise Financial Services
Washington
$3.35K
CFP
1040
Comprehensive Financial Planning
Pennsylvania
$3.23K
MSL
1041
Monetary Solutions, Ltd
Ohio
$3.23K
WW
1042
Winnow Wealth
Texas
$3.12K
HFS
1043
Hughes Financial Services
Virginia
$3.1K
LB
1044
Legacy Bridge
Iowa
$2.71K
PPC
1045
Park Place Capital
Alabama
$2.71K
BCWM
1046
Bartlett & Co Wealth Management
Ohio
$2.71K
FC
1047
Financial Consulate
Maryland
$2.64K
HCM
1048
Hollencrest Capital Management
California
$2.6K
NL
1049
NVWM LLC
Pennsylvania
$2.58K
WWA
1050
Wealth Watch Advisors
Colorado
$2.45K