We are live on ! Find out more
STT icon

State Street

1,027 hedge funds and large institutions have $30.3B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 360 increasing their positions, 331 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $247M | Put options by funds: $127M

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

10% more capital invested

Capital invested by funds: $27.6B → $30.3B (+$2.7B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 9921,027 (+35)

9% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.86%91.21% (+0.35%)

Holders
1,027
Holders Change
+35
Holders Change %
+3.53%
% of All Funds
13.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
118
Increased
360
Reduced
331
Closed
69
Calls
$247M
Puts
$127M
Net Calls
+$119M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
1076
NewSquare Capital
Pennsylvania
-$23.9K -225 Closed
NCM
1077
Northwest Capital Management
Oregon
-$20.7K -195 Closed
GC
1078
GFG Capital
Florida
-$16.7K -157 Closed
SO
1079
Sierra Ocean
California
-$15.8K -149 Closed
SC
1080
Stephens Consulting
Michigan
-$14.8K -139 Closed
PWM
1081
Puff Wealth Management
New Jersey
-$13.9K -131 Closed
TPWA
1082
Twin Peaks Wealth Advisors
California
-$12.5K -112 Closed
MPW
1083
MASECO Private Wealth
-$11.5K -108 Closed
TCM
1084
Traub Capital Management
Massachusetts
-$10.6K -100 Closed
AAS
1085
Ameritas Advisory Services
Nebraska
-$10.3K -97 Closed
WCM
1086
WealthTrak Capital Management
Virginia
-$9.68K -91 Closed
TSMHT
1087
Thurston Springer Miller Herd & Titak
Indiana
-$6.25K -58 Closed
AWM
1088
Accredited Wealth Management
Kentucky
-$4.57K -43 Closed
BAM
1089
Byrne Asset Management
New Jersey
-$4.25K -40 Closed
TIM
1090
Total Investment Management
Arizona
-$2.9K -27 Closed
MWM
1091
MorganRosel Wealth Management
Colorado
-$2.23K -21 Closed
KHC
1092
Koesten Hirschmann & Crabtree
Kansas
-$1.77K -17 Closed
BA
1093
Bellwether Advisors
Nebraska
-$1.49K -14 Closed
T
1094
Transce3nd
Texas
-$1.38K -13 Closed
BCMLT
1095
Beacon Capital Management LLC (Tennessee)
Tennessee
-$1.2K -11 Closed
LFA
1096
LGT Financial Advisors
Texas
-$638 -6 Closed

STT Hedge Fund Activity: Q3 2025 in Review

1,027 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2025, worth a combined $30.3B — up 9.8% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new STT positions and 69 closed out — a net gain of 49 holders — while 360 added to existing stakes and 331 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $312M. The largest seller was Catalyst Financial Partners, cutting an estimated $179M.

  • 1,027 institutional investors held State Street (STT) as of Q3 2025, up from 992 in Q2 2025.
  • Funds reported $30.3B of State Street stock for Q3 2025, up 9.8% quarter-over-quarter.
  • 118 funds opened new State Street positions in Q3 2025 and 69 closed out, a net change of +49 holders.
  • The largest State Street buyer in Q3 2025 was Regents of the University of California, an estimated $312M added.
  • The largest State Street seller in Q3 2025 was Catalyst Financial Partners, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2025.