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State Street

1,091 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 355 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:

1.61% more ownership

Funds ownership: 91.17%92.79% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,091
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
AC
1126
AXQ Capital
New Jersey
LAM
1127
Longboard Asset Management
Arizona
CI Investments Inc
1128
CI Investments Inc
Ontario, Canada
DAS
1129
Diversify Advisory Services
Utah
Fidelity International
1130
Fidelity International
Bermuda
BIAS
1131
Beacon Investment Advisory Services
New Jersey
SWA
1132
Stratos Wealth Advisors
Ohio
DWT
1133
Dorsey & Whitney Trust
South Dakota
VWM
1134
Venturi Wealth Management
Texas
CCAL
1135
City Center Advisors LLC
Michigan
OWP
1136
ORG Wealth Partners
Texas
SP
1137
Saranac Partners
O
1138
Ossiam
France
CWM
1139
Crowley Wealth Management
Delaware
CIEC
1140
Crédit Industriel et Commercial
France
WBC
1141
West Branch Capital
Massachusetts
CCA
1142
Catalyst Capital Advisors
New York
CHC
1143
City Holding Co
West Virginia
SC
1144
Stance Capital
Massachusetts
JWM
1145
JPL Wealth Management
Colorado
RA
1146
Rise Advisors
New York
GEA
1147
Glen Eagle Advisors
New Jersey
MSWA
1148
Marshall & Sterling Wealth Advisors
New York
AWM
1149
Activest Wealth Management
Florida
GWSG
1150
GPS Wealth Strategies Group
Colorado