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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
NL
1051
NVWM LLC
Pennsylvania
$2.58K
WWA
1052
Wealth Watch Advisors
Colorado
$2.45K
LA
1053
LM Advisors
California
$2.33K
FHC
1054
First Horizon Corporation
Tennessee
$2.32K
CWM
1055
Copia Wealth Management
Oregon
$2.32K
PWA
1056
Principia Wealth Advisory
Texas
$2.19K
CT
1057
Caldwell Trust
Florida
$1.81K
TPBG
1058
Turning Point Benefit Group
Maryland
$1.81K
EFMH
1059
E Fund Management (HK)
Hong Kong
$1.33K
FNWA
1060
Financial Network Wealth Advisors
Utah
$1.29K
WA
1061
WestEnd Advisors
North Carolina
$1.16K
OC
1062
Optima Capital
Oregon
$1.03K
APW
1063
Aventura Private Wealth
Florida
$774
IWM
1064
IMG Wealth Management
Florida
$774
QWM
1065
Quaker Wealth Management
New Jersey
$646
CCM
1066
Chilton Capital Management
Texas
$646
IAS
1067
IMA Advisory Services
Colorado
$645
GFA
1068
Godfrey Financial Associates
New York
$645
IPS
1069
Investors Portfolio Services
Washington
$560
Q1WB
1070
Quest 10 Wealth Builders
Virginia
$551
BIM
1071
Breakwater Investment Management
Washington
$517
SA
1072
Seneschal Advisors
Washington
$517
EWM
1073
Evolution Wealth Management
Florida
$516
SWA
1074
SOA Wealth Advisors
New York
$148
YDMI
1075
Y.D. More Investments
Israel
$81