STT icon

State Street

1,005 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 325 reducing their positions, and 69 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 in top 10

Funds holding in top 10:

2% more funds holding

Funds holding: 9831,005 (+22)

8% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 325

0.4% more ownership

Funds ownership: 90.63%91.03% (+0.4%)

Holders
1,005
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$247M
Puts
$127M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1051
S.A. Mason
Michigan
MYIA
1052
Mount Yale Investment Advisors
Colorado
LP
1053
LMR Partners
United Kingdom
NC
1054
NewSquare Capital
Pennsylvania
NCM
1055
Northwest Capital Management
Oregon
GC
1056
GFG Capital
Florida
SO
1057
Sierra Ocean
California
SC
1058
Stephens Consulting
Michigan
PWM
1059
Puff Wealth Management
New Jersey
TPWA
1060
Twin Peaks Wealth Advisors
California
MPW
1061
MASECO Private Wealth
TCM
1062
Traub Capital Management
Massachusetts
AAS
1063
Ameritas Advisory Services
Nebraska
WCM
1064
WealthTrak Capital Management
Virginia
TSMHT
1065
Thurston Springer Miller Herd & Titak
Indiana
AWM
1066
Accredited Wealth Management
Kentucky
BAM
1067
Byrne Asset Management
New Jersey
TIM
1068
Total Investment Management
Arizona
MWM
1069
MorganRosel Wealth Management
Colorado
KHC
1070
Koesten Hirschmann & Crabtree
Kansas
BA
1071
Bellwether Advisors
Nebraska
T
1072
Transce3nd
Texas
BCMLT
1073
Beacon Capital Management LLC (Tennessee)
Tennessee
LFA
1074
LGT Financial Advisors
Texas