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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
EP
326
Edgestream Partners
New Jersey
$10M -$5.86M -52,938 -38%
SIS
327
Sound Income Strategies
Florida
$10M +$560K +5,058 +7%
PCH
328
Polar Capital Holdings
United Kingdom
$10M +$176K +1,592 +2%
DWA
329
Dorsey Wright & Associates
California
$10M -$169K -1,525 -2%
AAIS
330
ABN AMRO Investment Solutions
$9.96M +$1.89M +17,081 +25%
TC
331
TwinBeech Capital
New York
$9.77M +$8.64M +78,121 +1,302%
RBI
332
Raiffeisen Bank International
Austria
$9.73M -$163K -1,475 -2%
RFWA
333
RPg Family Wealth Advisory
Massachusetts
$9.64M -$21.1K -191 -0.2%
FAT
334
First American Trust
California
$9.59M -$2.21M -19,983 -19%
CIC
335
Chase Investment Counsel
Virginia
$9.59M +$188K +1,703 +2%
GCM
336
Genus Capital Management
British Columbia, Canada
$9.58M +$38.2K +345 +0.4%
PGA
337
Portland Global Advisors
Maine
$9.57M -$395K -3,570 -4%
SPIA
338
Steward Partners Investment Advisory
New York
$9.53M +$434K +3,922 +5%
OAM
339
OP Asset Management
$9.45M +$62.6K +566 +0.7%
BOC
340
Barbara Oil Co
Illinois
$9.29M
Cambridge Investment Research Advisors
341
Cambridge Investment Research Advisors
Iowa
$9.27M +$1.08M +9,798 +14%
OPERF
342
Oregon Public Employees Retirement Fund
Oregon
$9.27M -$88.5K -800 -1%
SC
343
Stolper & Co
Oklahoma
$9.24M +$33.3K +301 +0.4%
PC
344
Promethos Capital
Massachusetts
$9.21M -$545K -4,925 -6%
IA
345
IFG Advisory
Georgia
$9.14M -$98.8K -893 -1%
M&T Bank
346
M&T Bank
New York
$9.08M +$531K +4,795 +7%
MCM
347
MAI Capital Management
Ohio
$8.97M -$92.9K -840 -1%
AWA
348
Arkadios Wealth Advisors
Georgia
$8.94M +$832K +7,517 +11%
CPC
349
Consolidated Planning Corp
Georgia
$8.75M +$6.35M +57,429 +321%
DIA
350
Dean Investment Associates
Ohio
$8.75M +$119K +1,072 +1%

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.