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BNY

Bank of New York Mellon

1,503 hedge funds and large institutions have $52B invested in Bank of New York Mellon in 2025 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 530 increasing their positions, 558 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 89

68% more call options, than puts

Call options by funds: $299M | Put options by funds: $179M

9% more capital invested

Capital invested by funds: $47.8B → $52B (+$4.16B)

4% more funds holding

Funds holding: 1,4391,503 (+64)

0.82% more ownership

Funds ownership: 85.58%86.4% (+0.82%)

5% less repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 558

13% less funds holding in top 10

Funds holding in top 10: 3026 (-4)

Holders
1,503
Holders Change
+64
Holders Change %
+4.45%
% of All Funds
20.13%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.35%
New
169
Increased
530
Reduced
558
Closed
89
Calls
$299M
Puts
$179M
Net Calls
+$121M
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Change in
Stake
TW
251
Transform Wealth
Colorado
$11M +$426K +5,072 +4%
TWC
252
TD Waterhouse Canada
Ontario, Canada
$11M +$5.32M +63,251 +93%
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
$10.9M -$1.03M -12,299 -9%
CIBC Asset Management
254
CIBC Asset Management
Ontario, Canada
$10.6M -$213K -2,533 -2%
CGH
255
Crossmark Global Holdings
Texas
$10.6M +$682K +8,113 +7%
EWM
256
Empirical Wealth Management
Washington
$10.6M +$10M +119,415 +1,664%
CCB
257
Country Club Bank
Missouri
$10.6M -$124K -1,475 -1%
UIM
258
USS Investment Management
United Kingdom
$10.5M -$5.89M -70,100 -36%
JFG
259
Jefferies Financial Group
New York
$10.3M -$2.35M -27,985 -19%
MG
260
Markel Group
Virginia
$10.2M
DZ Bank
261
DZ Bank
Germany
$10.2M +$4.74M +56,422 +87%
URS
262
Utah Retirement Systems
Utah
$9.98M -$287K -3,411 -3%
X
263
Xponance
Pennsylvania
$9.88M -$542K -6,455 -5%
Mirae Asset Global ETFs Holdings
264
Mirae Asset Global ETFs Holdings
Hong Kong
$9.65M -$93.8K -1,116 -1%
AAIM
265
American Assets Investment Management
California
$9.65M
Vanguard Personalized Indexing Management
266
Vanguard Personalized Indexing Management
California
$9.32M +$708K +8,426 +8%
AAIS
267
ABN AMRO Investment Solutions
$9.31M +$2.81M +33,400 +43%
Janus Henderson Group
268
Janus Henderson Group
$9.16M -$1.14M -13,554 -11%
EF
269
Empowered Funds
Pennsylvania
$9.11M -$627K -7,460 -6%
YCM
270
Yousif Capital Management
Michigan
$9.09M -$711K -8,461 -7%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$9.02M +$1.13M +13,444 +14%
NYLIM
272
New York Life Investment Management
New York
$8.91M -$155K -1,847 -2%
KA
273
Kintegral Advisory
New York
$8.88M -$29.9K -356 -0.3%
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
$8.88M -$18.2M -216,610 -67%
PFSRSONJ
275
Police & Firemen's Retirement System of New Jersey
New Jersey
$8.86M -$205K -2,438 -2%

BNY Hedge Fund Activity: Q1 2025 in Review

1,503 of the 7,466 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2025, worth a combined $52B — up 8.7% from $47.8B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new BNY positions and 89 closed out — a net gain of 80 holders — while 530 added to existing stakes and 558 trimmed.

The largest buyer was Bank of America, adding an estimated $625M. The largest seller was Dodge & Cox, cutting an estimated $229M.

  • 1,503 institutional investors held Bank of New York Mellon (BNY) as of Q1 2025, up from 1,439 in Q4 2024.
  • Funds reported $52B of Bank of New York Mellon stock for Q1 2025, up 8.7% quarter-over-quarter.
  • 169 funds opened new Bank of New York Mellon positions in Q1 2025 and 89 closed out, a net change of +80 holders.
  • The largest Bank of New York Mellon buyer in Q1 2025 was Bank of America, an estimated $625M added.
  • The largest Bank of New York Mellon seller in Q1 2025 was Dodge & Cox, an estimated $229M sold.

Based on aggregated 13F filings for Q1 2025.