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State Street

1,082 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 352 increasing their positions, 382 reducing their positions, and 74 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:

1.58% more ownership

Funds ownership: 91.16%92.74% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,082
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
CCAL
1126
City Center Advisors LLC
Michigan
OWP
1127
ORG Wealth Partners
Texas
SP
1128
Saranac Partners
O
1129
Ossiam
France
CWM
1130
Crowley Wealth Management
Delaware
CIEC
1131
Crédit Industriel et Commercial
France
WBC
1132
West Branch Capital
Massachusetts
CCA
1133
Catalyst Capital Advisors
New York
CHC
1134
City Holding Co
West Virginia
SC
1135
Stance Capital
Massachusetts
CAL
1136
Capital Analysts LLC
Pennsylvania
JWM
1137
JPL Wealth Management
Colorado
RA
1138
Rise Advisors
New York
GEA
1139
Glen Eagle Advisors
New Jersey
MSWA
1140
Marshall & Sterling Wealth Advisors
New York
AWM
1141
Activest Wealth Management
Florida
GWSG
1142
GPS Wealth Strategies Group
Colorado
FGAM
1143
Financial Gravity Asset Management
Texas
CCM
1144
Cloud Capital Management
Washington
STB
1145
S&T Bank
Pennsylvania
SIC
1146
Salem Investment Counselors
North Carolina
HWA
1147
Heartwood Wealth Advisors
Virginia
APM
1148
Advanced Portfolio Management
New York
TIM
1149
Tortoise Investment Management
New York
SIS
1150
Strategic Investment Solutions
Illinois