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BNY

Bank of New York Mellon

1,758 hedge funds and large institutions have $68.4B invested in Bank of New York Mellon in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 616 increasing their positions, 596 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 82

7% more capital invested

Capital invested by funds: $63.9B → $68.4B (+$4.53B)

7% more funds holding

Funds holding: 1,6441,758 (+114)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

1.36% more ownership

Funds ownership: 83.19%84.54% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 616 | Existing positions reduced: 596

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,758
Holders Change
+114
Holders Change %
+6.93%
% of All Funds
21.29%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.39%
New
231
Increased
616
Reduced
596
Closed
82
Calls
$467M
Puts
$463M
Net Calls
+$3.76M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
226
Isthmus Partners
Wisconsin
$19M -$505K -4,566 -3%
Verition Fund Management
227
Verition Fund Management
Connecticut
$19M +$12.3M +111,354 +212%
EWM
228
Empirical Wealth Management
Washington
$18.9M +$825K +7,452 +5%
VCM
229
Vivaldi Capital Management
Illinois
$18.9M -$3.5M -31,590 -16%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$18.8M -$184K -1,665 -1%
COPPSERS
231
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.8M -$791K -7,147 -4%
GT
232
Glenmede Trust
Pennsylvania
$18.5M +$17.6M +159,076 New
BCP
233
BSN Capital Partners
United Kingdom
$18.5M +$18.8M +169,545 New
P
234
&Partners
Tennessee
$18.4M +$273K +2,471 +2%
FNBOO
235
First National Bank of Omaha
Nebraska
$18M +$13.9M +125,978 +451%
Walleye Trading
236
Walleye Trading
New York
$17.9M -$18.9K -171 -0.1%
CIBC World Market
237
CIBC World Market
Ontario, Canada
$17.8M +$2.53M +22,844 +17%
Financial Engines Advisors
238
Financial Engines Advisors
California
$17.6M +$16.7M +151,188 New
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$17.3M -$180K -1,631 -1%
II
240
IFM Investors
Australia
$17.3M -$526K -4,752 -3%
Ensign Peak Advisors
241
Ensign Peak Advisors
Utah
$17.3M -$3.89M -35,144 -19%
Retirement Systems of Alabama
242
Retirement Systems of Alabama
Alabama
$17.2M -$231K -2,089 -1%
ST
243
Smithfield Trust
Pennsylvania
$17.2M +$2.88K +26 +0%
ProShare Advisors
244
ProShare Advisors
Maryland
$17.1M -$424K -3,835 -3%
CGH
245
Crossmark Global Holdings
Texas
$17M +$745K +6,735 +5%
FHC
246
First Horizon Corporation
Tennessee
$16.9M -$6.3M -56,950 -28%
DnB Asset Management
247
DnB Asset Management
Norway
$16.9M +$195K +1,765 +1%
DekaBank Deutsche Girozentrale
248
DekaBank Deutsche Girozentrale
Germany
$16.6M
NCM
249
Novare Capital Management
North Carolina
$16.6M -$549K -4,961 -3%
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$16.5M +$2.38M +21,506 +18%

BNY Hedge Fund Activity: Q4 2025 in Review

1,758 of the 8,256 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2025, worth a combined $68.4B — up 7.1% from $63.9B a quarter earlier.

Buyers outnumbered sellers: 231 funds opened new BNY positions and 82 closed out — a net gain of 149 holders — while 616 added to existing stakes and 596 trimmed.

The largest buyer was Federated Hermes, adding an estimated $191M. The largest seller was Dodge & Cox, cutting an estimated $999M.

  • 1,758 institutional investors held Bank of New York Mellon (BNY) as of Q4 2025, up from 1,644 in Q3 2025.
  • Funds reported $68.4B of Bank of New York Mellon stock for Q4 2025, up 7.1% quarter-over-quarter.
  • 231 funds opened new Bank of New York Mellon positions in Q4 2025 and 82 closed out, a net change of +149 holders.
  • The largest Bank of New York Mellon buyer in Q4 2025 was Federated Hermes, an estimated $191M added.
  • The largest Bank of New York Mellon seller in Q4 2025 was Dodge & Cox, an estimated $999M sold.

Based on aggregated 13F filings for Q4 2025.