We are live on ! Find out more
STT icon

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
EFMH
1076
E Fund Management (HK)
Hong Kong
$1.33K
TBFA
1077
Three Bearings Fiduciary Advisors
New Hampshire
$1.31K
FNWA
1078
Financial Network Wealth Advisors
Utah
$1.29K
WA
1079
WestEnd Advisors
North Carolina
$1.16K
OC
1080
Optima Capital
Oregon
$1.03K
APW
1081
Aventura Private Wealth
Florida
$774
IWM
1082
IMG Wealth Management
Florida
$774
QWM
1083
Quaker Wealth Management
New Jersey
$646
CCM
1084
Chilton Capital Management
Texas
$646
NL
1085
NorthAvenue LLC
Ohio
$646
IAS
1086
IMA Advisory Services
Colorado
$645
B
1087
Bayban
Minnesota
$645
GFA
1088
Godfrey Financial Associates
New York
$645
IPS
1089
Investors Portfolio Services
Washington
$560
Q1WB
1090
Quest 10 Wealth Builders
Virginia
$551
BIM
1091
Breakwater Investment Management
Washington
$517
SA
1092
Seneschal Advisors
Washington
$517
EWM
1093
Evolution Wealth Management
Florida
$516
SWA
1094
SOA Wealth Advisors
New York
$148
YDMI
1095
Y.D. More Investments
Israel
$81
MI
1096
Motiv8 Investments
Florida
$8
DAM
1097
Davis Asset Management
California
Mawer Investment Management
1098
Mawer Investment Management
Alberta, Canada
AIM
1099
Achmea Investment Management
Netherlands
Millennium Management
1100
Millennium Management
New York