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BNY

Bank of New York Mellon

1,644 hedge funds and large institutions have $63.9B invested in Bank of New York Mellon in 2025 Q3 according to their latest regulatory filings, with 207 funds opening new positions, 575 increasing their positions, 593 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 97

29% more funds holding in top 10

Funds holding in top 10: 2431 (+7)

17% more capital invested

Capital invested by funds: $54.5B → $63.9B (+$9.35B)

10% more call options, than puts

Call options by funds: $358M | Put options by funds: $325M

6% more funds holding

Funds holding: 1,5551,644 (+89)

0.44% less ownership

Funds ownership: 83.63%83.19% (-0.44%)

3% less repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 593

Holders
1,644
Holders Change
+89
Holders Change %
+5.72%
% of All Funds
21.54%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.41%
New
207
Increased
575
Reduced
593
Closed
97
Calls
$358M
Puts
$325M
Net Calls
+$33.3M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Empirical Wealth Management
Washington
$16.9M +$2.33M +22,890 +17%
II
227
IFM Investors
Australia
$16.9M +$118K +1,154 +0.8%
Walleye Trading
228
Walleye Trading
New York
$16.8M +$13.2M +129,431 +520%
Public Sector Pension Investment Board (PSP Investments)
229
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.6M +$490K +4,808 +3%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$16.5M -$73.6K -722 -0.5%
ProShare Advisors
231
ProShare Advisors
Maryland
$16.4M -$760K -7,448 -5%
Retirement Systems of Alabama
232
Retirement Systems of Alabama
Alabama
$16.4M -$314K -3,077 -2%
CLGM
233
Capitolis Liquid Global Markets
New York
$16.4M +$13.9M +136,000 +958%
TAM
234
Trillium Asset Management
Massachusetts
$16.4M -$1.16M -11,328 -7%
Comerica Bank
235
Comerica Bank
Texas
$16.3M -$1.03M -10,136 -6%
EAM
236
Erste Asset Management
Austria
$16.2M -$8.87M -86,925 -37%
Citadel Advisors
237
Citadel Advisors
Florida
$16.1M +$12.3M +120,488 +436%
ST
238
Smithfield Trust
Pennsylvania
$16.1M -$36.3K -356 -0.2%
NCM
239
Novare Capital Management
North Carolina
$16.1M -$1.25M -12,231 -8%
Creative Planning
240
Creative Planning
Kansas
$15.9M +$545K +5,344 +4%
IP
241
Interval Partners
New York
$15.9M +$6.23M +61,090 +72%
EF
242
Empowered Funds
Pennsylvania
$15.7M -$1.62M -15,836 -10%
DnB Asset Management
243
DnB Asset Management
Norway
$15.6M +$642K +6,293 +5%
Fiera Capital (Canada)
244
Fiera Capital (Canada)
Quebec, Canada
$15.5M +$2.49M +24,418 +21%
GFG
245
Greystone Financial Group
Michigan
$15.3M -$1.39M -13,603 -9%
CCMINC
246
Cardinal Capital Management Inc (North Carolina)
North Carolina
$15.3M -$102K -1,002 -0.7%
CGH
247
Crossmark Global Holdings
Texas
$15.2M +$1.92M +18,820 +16%
EP
248
Edgestream Partners
New Jersey
$15.2M +$27.1K +266 +0.2%
TBC
249
Tweedy, Browne Co
Connecticut
$15.1M -$400K -3,919 -3%
AV
250
ASR Vermogensbeheer
Netherlands
$15M -$69.7K -683 -0.5%

BNY Hedge Fund Activity: Q3 2025 in Review

1,644 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2025, worth a combined $63.9B — up 17% from $54.5B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new BNY positions and 97 closed out — a net gain of 110 holders — while 575 added to existing stakes and 593 trimmed.

The largest buyer was UBS AM, adding an estimated $624M. The largest seller was Dodge & Cox, cutting an estimated $283M.

  • 1,644 institutional investors held Bank of New York Mellon (BNY) as of Q3 2025, up from 1,555 in Q2 2025.
  • Funds reported $63.9B of Bank of New York Mellon stock for Q3 2025, up 17% quarter-over-quarter.
  • 207 funds opened new Bank of New York Mellon positions in Q3 2025 and 97 closed out, a net change of +110 holders.
  • The largest Bank of New York Mellon buyer in Q3 2025 was UBS AM, an estimated $624M added.
  • The largest Bank of New York Mellon seller in Q3 2025 was Dodge & Cox, an estimated $283M sold.

Based on aggregated 13F filings for Q3 2025.