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State Street

1,015 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 328 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:

3% more funds holding

Funds holding: 9871,015 (+28)

8% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 328

0.32% more ownership

Funds ownership: 90.81%91.13% (+0.32%)

Holders
1,015
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
FIM
1051
Freedom Investment Management
Connecticut
TCWM
1052
Total Clarity Wealth Management
Illinois
MPM
1053
MBB Public Markets
Illinois
IC
1054
Iconiq Capital
California
PCP
1055
Proficio Capital Partners
Massachusetts
CGL
1056
Clarius Group LLC
Washington
NWAG
1057
Net Worth Advisory Group
Utah
HT
1058
Headlands Technologies
Illinois
GM
1059
GeoWealth Management
Illinois
SC
1060
Soundwatch Capital
Connecticut
WA
1061
Whipplewood Advisors
Colorado
SAM
1062
S.A. Mason
Michigan
MYIA
1063
Mount Yale Investment Advisors
Colorado
LP
1064
LMR Partners
United Kingdom
NC
1065
NewSquare Capital
Pennsylvania
NCM
1066
Northwest Capital Management
Oregon
GC
1067
GFG Capital
Florida
SO
1068
Sierra Ocean
California
SC
1069
Stephens Consulting
Michigan
PWM
1070
Puff Wealth Management
New Jersey
TPWA
1071
Twin Peaks Wealth Advisors
California
MPW
1072
MASECO Private Wealth
TCM
1073
Traub Capital Management
Massachusetts
AAS
1074
Ameritas Advisory Services
Nebraska
WCM
1075
WealthTrak Capital Management
Virginia