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State Street

1,082 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 352 increasing their positions, 382 reducing their positions, and 74 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:

1.58% more ownership

Funds ownership: 91.16%92.74% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,082
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
PPC
1051
Park Place Capital
Alabama
$2.71K
BCWM
1052
Bartlett & Co Wealth Management
Ohio
$2.71K
FC
1053
Financial Consulate
Maryland
$2.64K
HCM
1054
Hollencrest Capital Management
California
$2.6K
NL
1055
NVWM LLC
Pennsylvania
$2.58K
WWA
1056
Wealth Watch Advisors
Colorado
$2.45K
LA
1057
LM Advisors
California
$2.33K
FHC
1058
First Horizon Corporation
Tennessee
$2.32K
CWM
1059
Copia Wealth Management
Oregon
$2.32K
PWA
1060
Principia Wealth Advisory
Texas
$2.19K
CT
1061
Caldwell Trust
Florida
$1.81K
TPBG
1062
Turning Point Benefit Group
Maryland
$1.81K
EFMH
1063
E Fund Management (HK)
Hong Kong
$1.33K
FNWA
1064
Financial Network Wealth Advisors
Utah
$1.29K
WA
1065
WestEnd Advisors
North Carolina
$1.16K
OC
1066
Optima Capital
Oregon
$1.03K
APW
1067
Aventura Private Wealth
Florida
$774
IWM
1068
IMG Wealth Management
Florida
$774
QWM
1069
Quaker Wealth Management
New Jersey
$646
NL
1070
NorthAvenue LLC
Ohio
$646
CCM
1071
Chilton Capital Management
Texas
$646
IAS
1072
IMA Advisory Services
Colorado
$645
GFA
1073
Godfrey Financial Associates
New York
$645
B
1074
Bayban
Minnesota
$645
IPS
1075
Investors Portfolio Services
Washington
$560