STT icon

State Street

1,074 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 350 increasing their positions, 382 reducing their positions, and 72 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:

1.23% more ownership

Funds ownership: 91.17%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,074
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
P
1101
Pitcairn
Pennsylvania
IWA
1102
IBEX Wealth Advisors
New Jersey
QT
1103
Quantbot Technologies
New York
BJL
1104
Brighton Jones LLC
Washington
FC
1105
FORA Capital
Florida
BFA
1106
Beaumont Financial Advisors
Massachusetts
BG
1107
Bollard Group
Massachusetts
CCIA
1108
Campbell & Co Investment Adviser
Maryland
AC
1109
AXQ Capital
New Jersey
LAM
1110
Longboard Asset Management
Arizona
CI Investments Inc
1111
CI Investments Inc
Ontario, Canada
DAS
1112
Diversify Advisory Services
Utah
Fidelity International
1113
Fidelity International
Bermuda
BIAS
1114
Beacon Investment Advisory Services
New Jersey
SWA
1115
Stratos Wealth Advisors
Ohio
DWT
1116
Dorsey & Whitney Trust
South Dakota
VWM
1117
Venturi Wealth Management
Texas
CCAL
1118
City Center Advisors LLC
Michigan
OWP
1119
ORG Wealth Partners
Texas
SP
1120
Saranac Partners
O
1121
Ossiam
France
CWM
1122
Crowley Wealth Management
Delaware
CIEC
1123
Crédit Industriel et Commercial
France
WBC
1124
West Branch Capital
Massachusetts
CCA
1125
Catalyst Capital Advisors
New York