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State Street

1,008 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, 352 increasing their positions, 326 reducing their positions, and 70 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: 9841,008 (+24)

8% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 326

0.4% more ownership

Funds ownership: 90.71%91.11% (+0.4%)

Holders
1,008
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
HT
1051
Headlands Technologies
Illinois
GM
1052
GeoWealth Management
Illinois
SC
1053
Soundwatch Capital
Connecticut
WA
1054
Whipplewood Advisors
Colorado
SAM
1055
S.A. Mason
Michigan
MYIA
1056
Mount Yale Investment Advisors
Colorado
LP
1057
LMR Partners
United Kingdom
NC
1058
NewSquare Capital
Pennsylvania
NCM
1059
Northwest Capital Management
Oregon
GC
1060
GFG Capital
Florida
SO
1061
Sierra Ocean
California
SC
1062
Stephens Consulting
Michigan
PWM
1063
Puff Wealth Management
New Jersey
TPWA
1064
Twin Peaks Wealth Advisors
California
MPW
1065
MASECO Private Wealth
TCM
1066
Traub Capital Management
Massachusetts
AAS
1067
Ameritas Advisory Services
Nebraska
WCM
1068
WealthTrak Capital Management
Virginia
TSMHT
1069
Thurston Springer Miller Herd & Titak
Indiana
AWM
1070
Accredited Wealth Management
Kentucky
BAM
1071
Byrne Asset Management
New Jersey
TIM
1072
Total Investment Management
Arizona
MWM
1073
MorganRosel Wealth Management
Colorado
KHC
1074
Koesten Hirschmann & Crabtree
Kansas
BA
1075
Bellwether Advisors
Nebraska