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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
ACA
1026
Atlas Capital Advisors
Wyoming
$5.68K
FFO
1027
Fortitude Family Office
Arizona
$5.55K
BGA
1028
Battery Global Advisors
Massachusetts
$5.55K
FGA
1029
Fortis Group Advisors
New Jersey
$5.03K
RWM
1030
Rialto Wealth Management
New York
$4.77K
HWP
1031
Highline Wealth Partners
California
$4.77K
MLA
1032
MB, Levis & Associates
Pennsylvania
$4.77K
DF
1033
Dunhill Financial
United Kingdom
$4.68K
MHR
1034
Matthew Hamilton Rosenberg
$4.47K
QL
1035
Quarry LP
New York
$4.39K
DPW
1036
DiNuzzo Private Wealth
Pennsylvania
$4.26K
BHWM
1037
Beaird Harris Wealth Management
Texas
$4.26K
CA
1038
Crewe Advisors
Utah
$3.87K
MSWM
1039
Mowery & Schoenfeld Wealth Management
Illinois
$3.87K
CIAS
1040
CBIZ Investment Advisory Services
Ohio
$3.74K
CIA
1041
Cape Investment Advisory
Georgia
$3.74K
DWM
1042
Dogwood Wealth Management
Kansas
$3.74K
BHWM
1043
Bay Harbor Wealth Management
Maryland
$3.61K
VWA
1044
Valued Wealth Advisors
Utah
$3.59K
SFS
1045
Sunrise Financial Services
Washington
$3.35K
CFP
1046
Comprehensive Financial Planning
Pennsylvania
$3.23K
MS
1047
Monetary Solutions
Ohio
$3.23K
WW
1048
Winnow Wealth
Texas
$3.12K
HFS
1049
Hughes Financial Services
Virginia
$3.1K
LB
1050
Legacy Bridge
Iowa
$2.71K