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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
KA
301
Kintegral Advisory
New York
$11.9M -$310K -2,804 -3%
NYLIM
302
New York Life Investment Management
New York
$11.8M -$160K -1,442 -1%
RC
303
RBF Capital
California
$11.6M
BC
304
Burney Company
Virginia
$11.6M -$273K -2,468 -2%
Wealthfront Advisers
305
Wealthfront Advisers
California
$11.4M +$423K +3,822 +4%
CWM
306
CIBC World Markets
New York
$11.3M +$10.8M +97,533 New
SCM
307
Sterling Capital Management
North Carolina
$11.3M +$2.47M +22,294 +30%
USCWA
308
U.S. Capital Wealth Advisors
Texas
$11.3M -$213K -1,923 -2%
PMG
309
ProVise Management Group
Florida
$11.2M +$31.4K +284 +0.3%
BFS
310
Bradley Foster & Sargent
Connecticut
$11.2M -$55.7K -503 -0.5%
NIM
311
NEOS Investment Management
Connecticut
$11.2M +$1.64M +14,855 +18%
FISPB
312
Fideuram - Intesa Sanpaolo Private Banking
$11.1M +$10.5M +95,253 New
ACM
313
Aquatic Capital Management
Illinois
$11M +$10.5M +95,089 New
Hotchkis & Wiley Capital Management
314
Hotchkis & Wiley Capital Management
California
$11M -$1.71M -15,440 -14%
Pathstone Holdings
315
Pathstone Holdings
New Jersey
$11M +$1.55M +14,001 +17%
OA
316
Oak Associates
Ohio
$10.9M +$284K +2,571 +3%
Baird Financial Group
317
Baird Financial Group
Wisconsin
$10.8M -$415K -3,752 -4%
RIM
318
Rakuten Investment Management
Japan
$10.8M -$7.61M -68,810 -43%
DZ Bank
319
DZ Bank
Germany
$10.8M +$3.32M +30,027 +48%
YCM
320
Yousif Capital Management
Michigan
$10.6M -$166K -1,498 -2%
VWA
321
Visionary Wealth Advisors
Illinois
$10.6M -$346K -3,125 -3%
NAM
322
Nissay Asset Management
Japan
$10.5M -$67.7K -612 -0.7%
HA
323
Hamel Associates
New Jersey
$10.4M -$231K -2,085 -2%
Los Angeles Capital Management
324
Los Angeles Capital Management
California
$10.3M -$4.21M -38,081 -28%
Public Employees Retirement Association of Colorado
325
Public Employees Retirement Association of Colorado
Colorado
$10.3M -$571K -5,160 -5%

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.