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State Street

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Shares
Change %
BMC
1051
Bear Mountain Capital
Washington
-$363 -4 Closed
LB
1052
Legacy Bridge
Iowa
-$152 -2 Closed
BCWM
1053
Bartlett & Co Wealth Management
Ohio
-$179 -2 Closed