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State Street

1,074 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 350 increasing their positions, 382 reducing their positions, and 72 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
1,074
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
LA
1051
LM Advisors
California
$2.33K
FHC
1052
First Horizon Corporation
Tennessee
$2.32K
CWM
1053
Copia Wealth Management
Oregon
$2.32K
PWA
1054
Principia Wealth Advisory
Texas
$2.19K
CT
1055
Caldwell Trust
Florida
$1.81K
TPBG
1056
Turning Point Benefit Group
Maryland
$1.81K
EFMH
1057
E Fund Management (HK)
Hong Kong
$1.33K
FNWA
1058
Financial Network Wealth Advisors
Utah
$1.29K
WA
1059
WestEnd Advisors
North Carolina
$1.16K
OC
1060
Optima Capital
Oregon
$1.03K
APW
1061
Aventura Private Wealth
Florida
$774
IWM
1062
IMG Wealth Management
Florida
$774
QWM
1063
Quaker Wealth Management
New Jersey
$646
CCM
1064
Chilton Capital Management
Texas
$646
IAS
1065
IMA Advisory Services
Colorado
$645
GFA
1066
Godfrey Financial Associates
New York
$645
IPS
1067
Investors Portfolio Services
Washington
$560
Q1WB
1068
Quest 10 Wealth Builders
Virginia
$551
SA
1069
Seneschal Advisors
Washington
$517
BIM
1070
Breakwater Investment Management
Washington
$517
EWM
1071
Evolution Wealth Management
Florida
$516
SWA
1072
SOA Wealth Advisors
New York
$148
YDMI
1073
Y.D. More Investments
Israel
$81
MI
1074
Motiv8 Investments
Florida
$8
DAM
1075
Davis Asset Management
California