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State Street

1,027 hedge funds and large institutions have $30.3B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 360 increasing their positions, 331 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $247M | Put options by funds: $127M

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

10% more capital invested

Capital invested by funds: $27.6B → $30.3B (+$2.7B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 9921,027 (+35)

9% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.86%91.21% (+0.35%)

Holders
1,027
Holders Change
+35
Holders Change %
+3.53%
% of All Funds
13.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
118
Increased
360
Reduced
331
Closed
69
Calls
$247M
Puts
$127M
Net Calls
+$119M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.29B -$28.2M -252,802 -0.7%
BlackRock
2
BlackRock
New York
$2.82B -$38.5M -344,858 -1%
State Street
3
State Street
Massachusetts
$1.57B -$33.8M -303,202 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.31B +$187M +1,672,541 +17%
JP Morgan Chase
5
JP Morgan Chase
New York
$981M +$41.1M +367,882 +5%
Invesco
6
Invesco
Georgia
$972M -$21.4M -191,674 -2%
Harris Associates
7
Harris Associates
Illinois
$884M -$42K -376 -0%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$859M +$2.91M +26,089 +0.4%
Dodge & Cox
9
Dodge & Cox
California
$788M -$68.9M -617,240 -8%
Victory Capital Management
10
Victory Capital Management
Texas
$653M -$134M -1,201,696 -26%
Morgan Stanley
11
Morgan Stanley
New York
$556M +$4.6M +41,236 +0.9%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$527M -$45.2M -405,132 -8%
LSV Asset Management
13
LSV Asset Management
Illinois
$519M -$25.6M -229,625 -5%
MC
14
Metropolis Capital
United Kingdom
$458M -$5.04M -45,172 -1%
Northern Trust
15
Northern Trust
Illinois
$457M -$7.02M -62,898 -2%
Franklin Resources
16
Franklin Resources
California
$448M +$15.3M +137,049 +4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$355M -$1.7M -15,194 -0.5%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$350M -$53.4M -478,137 -14%
UBS AM
19
UBS AM
Illinois
$328M -$46.1M -412,615 -13%
ROTUOC
20
Regents of the University of California
California
$325M +$312M +2,797,825 New
First Trust Advisors
21
First Trust Advisors
Illinois
$319M +$82.4M +738,456 +37%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$283M +$19.9M +178,136 +8%
Goldman Sachs
23
Goldman Sachs
New York
$275M +$68M +608,924 +34%
Capital International Investors
24
Capital International Investors
California
$264M -$73.2M -655,787 -22%
UBS Group
25
UBS Group
Switzerland
$241M +$88.4M +791,822 +61%

STT Hedge Fund Activity: Q3 2025 in Review

1,027 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2025, worth a combined $30.3B — up 9.8% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new STT positions and 69 closed out — a net gain of 49 holders — while 360 added to existing stakes and 331 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $312M. The largest seller was Catalyst Financial Partners, cutting an estimated $179M.

  • 1,027 institutional investors held State Street (STT) as of Q3 2025, up from 992 in Q2 2025.
  • Funds reported $30.3B of State Street stock for Q3 2025, up 9.8% quarter-over-quarter.
  • 118 funds opened new State Street positions in Q3 2025 and 69 closed out, a net change of +49 holders.
  • The largest State Street buyer in Q3 2025 was Regents of the University of California, an estimated $312M added.
  • The largest State Street seller in Q3 2025 was Catalyst Financial Partners, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2025.