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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
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$15M +$435K +4,270 +3%
AB
252
Amalgamated Bank
New York
$14.9M -$373K -3,659 -3%
Los Angeles Capital Management
253
Los Angeles Capital Management
California
$14.6M +$1.42M +13,953 +12%
SCM
254
Shelton Capital Management
Colorado
$14.6M -$3.7M -36,301 -21%
UB
255
UMB Bank
Missouri
$14.3M -$442K -4,337 -3%
CIBC World Market
256
CIBC World Market
Ontario, Canada
$14.3M +$1.06M +10,377 +9%
X
257
Xponance
Pennsylvania
$14.1M +$315K +3,085 +2%
ELC
258
Edgar Lomax Company
Virginia
$14M -$3.84M -37,675 -23%
UIM
259
USS Investment Management
United Kingdom
$13.7M
CCB
260
Country Club Bank
Missouri
$13.7M -$167K -1,633 -1%
JFG
261
Jefferies Financial Group
New York
$13.4M -$6.32K -62 -0.1%
FAF
262
Fjarde Ap-fonden
Sweden
$13.4M +$2.24M +22,000 +22%
FFM
263
Fisher Funds Management
New Zealand
$13.3M
MG
264
Markel Group
Virginia
$13.2M
Daiwa Securities Group
265
Daiwa Securities Group
Japan
$13.2M +$1.42M +13,961 +13%
Rockefeller Capital Management
266
Rockefeller Capital Management
New York
$13.1M +$3.5M +34,283 +40%
TFA
267
Teamwork Financial Advisors
Texas
$12.9M +$9.56M +93,783 +378%
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$12.9M +$64.7K +634 +0.5%
URS
269
Utah Retirement Systems
Utah
$12.7M -$175K -1,715 -1%
Vanguard Personalized Indexing Management
270
Vanguard Personalized Indexing Management
California
$12.7M -$684K -6,703 -5%
PFSRSONJ
271
Police & Firemen's Retirement System of New Jersey
New Jersey
$12.6M +$597K +5,852 +5%
AAIM
272
American Assets Investment Management
California
$12.5M
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$12.1M +$228K +2,234 +2%
SG
274
Sienna Gestion
France
$12.1M +$12.4M +121,896 New
VIM
275
Vinva Investment Management
Australia
$12.1M +$4.2M +41,200 +60%

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.