Jim Simons
BNY

Jim Simons’s Bank of New York Mellon BNY Stock Holding History

Jim Simons’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-298,111
Closed -$27.2M – 3509
2025
Q2 		$27.2M Buy
+298,111
New +$25.3M 0.04% 585
2024
Q2 		– Sell
-95,877
Closed -$5.52M – 3510
2024
Q1 		$5.52M Buy
+95,877
New +$5.28M 0.01% 1353
2023
Q3 		– Sell
-563,077
Closed -$25.1M – 3678
2023
Q2 		$25.1M Sell
563,077
-436,888
-44% -$18.7M 0.04% 571
2023
Q1 		$45.4M Sell
999,965
-1,325,112
-57% -$64.3M 0.06% 382
2022
Q4 		$106M Buy
+2,325,077
New +$99.7M 0.14% 145
2021
Q1 		– Sell
-1,489,577
Closed -$63.2M – 3314
2020
Q4 		$63.2M Buy
1,489,577
+1,325,000
+805% +$50.9M 0.07% 279
2020
Q3 		$5.65M Buy
+164,577
New +$5.99M 0.01% 1504
2020
Q1 		– Sell
-263,277
Closed -$13.3M – 3446
2019
Q4 		$13.3M Buy
+263,277
New +$12.6M 0.01% 1266
2018
Q4 		– Sell
-168,077
Closed -$8.57M – 3378
2018
Q3 		$8.57M Buy
168,077
+58,600
+54% +$3.08M 0.01% 1455
2018
Q2 		$5.9M Sell
109,477
-392,100
-78% -$21.6M 0.01% 1681
2018
Q1 		$25.8M Buy
501,577
+18,200
+4% +$1.01M 0.03% 784
2017
Q4 		$26M Buy
+483,377
New +$25.7M 0.03% 781
2017
Q1 		– Sell
-3,686,777
Closed -$175M – 3229
2016
Q4 		$175M Buy
3,686,777
+3,545,400
+2,508% +$160M 0.28% 42
2016
Q3 		$5.64M Buy
+141,377
New +$5.65M 0.01% 1523
2016
Q2 		– Sell
-964,377
Closed -$35.5M – 3329
2016
Q1 		$35.5M Buy
964,377
+807,900
+516% +$29.3M 0.07% 362
2015
Q4 		$6.45M Buy
+156,477
New +$6.57M 0.01% 1296
2015
Q3 		– Sell
-513,377
Closed -$21.5M – 3163
2015
Q2 		$21.5M Buy
+513,377
New +$21.9M 0.05% 502
2013
Q4 		– Sell
-557,877
Closed -$16.8M – 2840
2013
Q3 		$16.8M Buy
+557,877
New +$17.1M 0.04% 548

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jim Simons's BNY Position: Q3 2025 in Review

Jim Simons sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 298,111 shares — an estimated $27.2M sold.

Jim Simons first reported a position in BNY in Q3 2013 and held it in 18 quarters. The position peaked at $175M in Q4 2016. 1,644 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Jim Simons reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
  • Jim Simons sold 298,111 Bank of New York Mellon shares in Q3 2025, an estimated $27.2M.
  • Jim Simons first reported a position in Bank of New York Mellon in Q3 2013 and held it in 18 quarters.
  • Jim Simons's Bank of New York Mellon position peaked at $175M in Q4 2016.
  • 1,644 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.