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
BJL
1126
Brighton Jones LLC
Washington
FC
1127
FORA Capital
Florida
BFA
1128
Beaumont Financial Advisors
Massachusetts
BG
1129
Bollard Group
Massachusetts
CCIA
1130
Campbell & Co Investment Adviser
Maryland
AC
1131
AXQ Capital
New Jersey
LAM
1132
Longboard Asset Management
Arizona
CI Investments Inc
1133
CI Investments Inc
Ontario, Canada
DAS
1134
Diversify Advisory Services
Utah
Fidelity International
1135
Fidelity International
Bermuda
BIAS
1136
Beacon Investment Advisory Services
New Jersey
SWA
1137
Stratos Wealth Advisors
Ohio
DWT
1138
Dorsey & Whitney Trust
South Dakota
VWM
1139
Venturi Wealth Management
Texas
CCAL
1140
City Center Advisors LLC
Michigan
OWP
1141
ORG Wealth Partners
Texas
SP
1142
Saranac Partners
O
1143
Ossiam
France
CWM
1144
Crowley Wealth Management
Delaware
CIEC
1145
Crédit Industriel et Commercial
France
WBC
1146
West Branch Capital
Massachusetts
CCA
1147
Catalyst Capital Advisors
New York
CHC
1148
City Holding Co
West Virginia
SC
1149
Stance Capital
Massachusetts
JWM
1150
JPL Wealth Management
Colorado