We are live on ! Find out more
BNY

Bank of New York Mellon

1,555 hedge funds and large institutions have $54.5B invested in Bank of New York Mellon in 2025 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 520 increasing their positions, 586 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $311M | Put options by funds: $175M

77% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 96

3% more funds holding

Funds holding: 1,5031,555 (+52)

5% more capital invested

Capital invested by funds: $52B → $54.5B (+$2.53B)

2.78% less ownership

Funds ownership: 86.4%83.63% (-2.8%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

11% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 586

Holders
1,555
Holders Change
+52
Holders Change %
+3.46%
% of All Funds
20.44%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
170
Increased
520
Reduced
586
Closed
96
Calls
$311M
Puts
$175M
Net Calls
+$135M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Retirement Systems of Alabama
226
Retirement Systems of Alabama
Alabama
$14M -$59.9K -705 -0.5%
II
227
IFM Investors
Australia
$13.9M -$188K -2,209 -1%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$13.8M -$44.1K -519 -0.3%
ST
229
Smithfield Trust
Pennsylvania
$13.5M -$30K -353 -0.2%
Public Sector Pension Investment Board (PSP Investments)
230
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.4M -$3.79M -44,614 -23%
GIM
231
Glenmede Investment Management
Pennsylvania
$13.2M +$12.3M +144,535 New
TBC
232
Tweedy, Browne Co
Connecticut
$13M -$471K -5,541 -4%
AssetMark Inc
233
AssetMark Inc
California
$13M +$6.09M +71,694 +101%
CCMINC
234
Cardinal Capital Management Inc (North Carolina)
North Carolina
$12.9M +$97.3K +1,146 +0.8%
Creative Planning
235
Creative Planning
Kansas
$12.8M -$1.83M -21,522 -13%
AB
236
Amalgamated Bank
New York
$12.8M +$19.4K +228 +0.2%
P
237
&Partners
Tennessee
$12.7M +$527K +6,209 +5%
EP
238
Edgestream Partners
New Jersey
$12.7M +$8.73M +102,767 +282%
AV
239
ASR Vermogensbeheer
Netherlands
$12.6M -$590K -6,950 -5%
VMPIC
240
Varma Mutual Pension Insurance Co
Finland
$12.6M -$1.48M -17,400 -11%
CWM
241
Congress Wealth Management
Massachusetts
$12.6M +$8.39M +98,759 +252%
Vontobel Holding
242
Vontobel Holding
Switzerland
$12.6M +$7.59M +89,397 +184%
DnB Asset Management
243
DnB Asset Management
Norway
$12.5M +$105K +1,240 +0.9%
TRSOTSOK
244
Teachers Retirement System of the State of Kentucky
Kentucky
$12.5M +$6.85M +80,671 +144%
UB
245
UMB Bank
Missouri
$12.4M +$130K +1,528 +1%
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$12.1M +$252K +2,965 +2%
EWM
247
Empirical Wealth Management
Washington
$12.1M +$513K +6,037 +5%
EGM
248
Engineers Gate Manager
New York
$11.9M +$7.84M +92,325 +241%
BC
249
Burney Company
Virginia
$11.8M +$4.46M +52,572 +68%
X
250
Xponance
Pennsylvania
$11.5M +$740K +8,719 +7%

BNY Hedge Fund Activity: Q2 2025 in Review

1,555 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2025, worth a combined $54.5B — up 4.9% from $52B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new BNY positions and 96 closed out — a net gain of 74 holders — while 520 added to existing stakes and 586 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $510M. The largest seller was UBS AM, cutting an estimated $609M.

  • 1,555 institutional investors held Bank of New York Mellon (BNY) as of Q2 2025, up from 1,503 in Q1 2025.
  • Funds reported $54.5B of Bank of New York Mellon stock for Q2 2025, up 4.9% quarter-over-quarter.
  • 170 funds opened new Bank of New York Mellon positions in Q2 2025 and 96 closed out, a net change of +74 holders.
  • The largest Bank of New York Mellon buyer in Q2 2025 was Fidelity Investments, an estimated $510M added.
  • The largest Bank of New York Mellon seller in Q2 2025 was UBS AM, an estimated $609M sold.

Based on aggregated 13F filings for Q2 2025.