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State Street

1,096 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 355 increasing their positions, 383 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:

1.59% more ownership

Funds ownership: 91.21%92.8% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 383

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,096
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
TCM
1026
Triumph Capital Management
Colorado
$7K
WFA
1027
West Financial Advisors
Iowa
$6.97K
AFC
1028
Ares Financial Consulting
California
$6.71K
JGCM
1029
Joseph Group Capital Management
Ohio
$6.58K
SWP
1030
Strategic Wealth Partners
Ohio
$6.45K
WWM
1031
Wolff Wiese Magana
California
$6.45K
EWP
1032
Elevation Wealth Partners
California
$6.32K
FG
1033
Fairman Group
Pennsylvania
$6.32K
ACM
1034
Accent Capital Management
Ohio
$6.06K
FMP
1035
Financial Management Professionals
Texas
$6.06K
PWA
1036
Physician Wealth Advisors
Utah
$5.93K
AWM
1037
Abound Wealth Management
Tennessee
$5.79K
ACA
1038
Atlas Capital Advisors
Wyoming
$5.68K
FFO
1039
Fortitude Family Office
Arizona
$5.55K
BGA
1040
Battery Global Advisors
Massachusetts
$5.55K
FGA
1041
Fortis Group Advisors
New Jersey
$5.03K
RWM
1042
Rialto Wealth Management
New York
$4.77K
HWP
1043
Highline Wealth Partners
California
$4.77K
MLA
1044
MB, Levis & Associates
Pennsylvania
$4.77K
DF
1045
Dunhill Financial
United Kingdom
$4.68K
MHR
1046
Matthew Hamilton Rosenberg
$4.47K
QL
1047
Quarry LP
New York
$4.39K
BHWM
1048
Beaird Harris Wealth Management
Texas
$4.26K
DPW
1049
DiNuzzo Private Wealth
Pennsylvania
$4.26K
CA
1050
Crewe Advisors
Utah
$3.87K