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State Street

1,096 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 355 increasing their positions, 383 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:

1.59% more ownership

Funds ownership: 91.21%92.8% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 383

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,096
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
MSWM
1051
Mowery & Schoenfeld Wealth Management
Illinois
$3.87K
CIA
1052
Cape Investment Advisory
Georgia
$3.74K
CIAS
1053
CBIZ Investment Advisory Services
Ohio
$3.74K
DWM
1054
Dogwood Wealth Management
Kansas
$3.74K
BHWM
1055
Bay Harbor Wealth Management
Maryland
$3.61K
VWA
1056
Valued Wealth Advisors
Utah
$3.59K
SFS
1057
Sunrise Financial Services
Washington
$3.35K
CFP
1058
Comprehensive Financial Planning
Pennsylvania
$3.23K
MS
1059
Monetary Solutions
Ohio
$3.23K
WW
1060
Winnow Wealth
Texas
$3.12K
HFS
1061
Hughes Financial Services
Virginia
$3.1K
LB
1062
Legacy Bridge
Iowa
$2.71K
PPC
1063
Park Place Capital
Alabama
$2.71K
BCWM
1064
Bartlett & Co Wealth Management
Ohio
$2.71K
FC
1065
Financial Consulate
Maryland
$2.64K
HCM
1066
Hollencrest Capital Management
California
$2.6K
NL
1067
NVWM LLC
Pennsylvania
$2.58K
WWA
1068
Wealth Watch Advisors
Colorado
$2.45K
LA
1069
LM Advisors
California
$2.33K
FHC
1070
First Horizon Corporation
Tennessee
$2.32K
CWM
1071
Copia Wealth Management
Oregon
$2.32K
PWA
1072
Principia Wealth Advisory
Texas
$2.19K
CT
1073
Caldwell Trust
Florida
$1.81K
TPBG
1074
Turning Point Benefit Group
Maryland
$1.81K
1CP
1075
1015 Capital Partners
Pennsylvania
$1.42K