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State Street

1,076 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 350 increasing their positions, 382 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:

1.23% 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
1,076
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
WBC
1126
West Branch Capital
Massachusetts
CCA
1127
Catalyst Capital Advisors
New York
CHC
1128
City Holding Co
West Virginia
CAL
1129
Capital Analysts LLC
Pennsylvania
JWM
1130
JPL Wealth Management
Colorado
RA
1131
Rise Advisors
New York
GEA
1132
Glen Eagle Advisors
New Jersey
MSWA
1133
Marshall & Sterling Wealth Advisors
New York
AWM
1134
Activest Wealth Management
Florida
GWSG
1135
GPS Wealth Strategies Group
Colorado
FGAM
1136
Financial Gravity Asset Management
Texas
CCM
1137
Cloud Capital Management
Washington
SIC
1138
Salem Investment Counselors
North Carolina
STB
1139
S&T Bank
Pennsylvania
HWA
1140
Heartwood Wealth Advisors
Virginia
APM
1141
Advanced Portfolio Management
New York
TIM
1142
Tortoise Investment Management
New York
SIS
1143
Strategic Investment Solutions
Illinois
HHGA
1144
Halbert Hargrove Global Advisors
California
PAM
1145
Palisade Asset Management
Minnesota
CAC
1146
Core Alternative Capital
Georgia
ETS
1147
ESL Trust Services
New York
NC
1148
North Capital
Utah
SFCL
1149
Strengthening Families & Communities LLC
Massachusetts