We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

1,439 hedge funds and large institutions have $47.8B invested in Bank of New York Mellon in 2024 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 470 increasing their positions, 491 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 57

50% more funds holding in top 10

Funds holding in top 10: 20 → 30 (+10)

43% more call options, than puts

Call options by funds: $399M | Put options by funds: $279M

12% more funds holding

Funds holding: 1,289 → 1,439 (+150)

7% more capital invested

Capital invested by funds: $44.6B → $47.8B (+$3.26B)

1.54% more ownership

Funds ownership: 84.04% → 85.58% (+1.5%)

4% less repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 491

Holders
1,439
Holders Change
+150
Holders Change %
+11.64%
% of All Funds
18.93%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
235
Increased
470
Reduced
491
Closed
57
Calls
$399M
Puts
$279M
Net Calls
+$120M
Net Calls Change
+$12.2M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$289M
2
Morgan Stanley
Morgan Stanley
New York
+$240M
3
JP Morgan Chase
JP Morgan Chase
New York
+$218M
4
UBS Group
UBS Group
Switzerland
+$163M
5
Northern Trust
Northern Trust
Illinois
+$118M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$321M
2
Dodge & Cox
Dodge & Cox
California
-$296M
3
DSA
Davis Selected Advisers
Arizona
-$250M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$225M
5
American Century Companies
American Century Companies
Missouri
-$139M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$364M -$139M -1,803,378 -28%
UBS Group
27
UBS Group
Switzerland
$337M +$163M +2,104,556 +92%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$332M +$38.8M +502,502 +13%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$329M -$32.8M -424,472 -9%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$321M -$16M -207,325 -5%
Goldman Sachs
31
Goldman Sachs
New York
$310M -$7.56M -97,784 -2%
Deutsche Bank
32
Deutsche Bank
Germany
$280M +$43.3M +559,654 +18%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$229M -$74.5M -963,936 -24%
Barclays
34
Barclays
United Kingdom
$222M +$40.6M +525,799 +22%
Parnassus Investments
35
Parnassus Investments
California
$221M -$25.1M -325,070 -10%
Fayez Sarofim & Co
36
Fayez Sarofim & Co
Texas
$217M -$8.81M -113,920 -4%
Victory Capital Management
37
Victory Capital Management
Texas
$194M -$321M -4,148,116 -62%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$188M -$12.9M -166,556 -6%
Marshall Wace
39
Marshall Wace
United Kingdom
$181M +$43.3M +559,818 +31%
AQR Capital Management
40
AQR Capital Management
Connecticut
$181M +$48.2M +623,761 +36%
Franklin Resources
41
Franklin Resources
California
$177M +$3.46M +44,734 +2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$174M +$13.3M +171,876 +8%
National Pension Service
43
National Pension Service
South Korea
$167M +$25.2M +325,786 +18%
DSA
44
Davis Selected Advisers
Arizona
$164M -$250M -3,230,001 -60%
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$162M +$49.1M +635,254 +43%
BIP
46
Brandes Investment Partners
California
$152M -$9.01M -116,585 -6%
Prudential Financial
47
Prudential Financial
New Jersey
$150M +$2.78M +36,029 +2%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$148M -$22.7M -293,394 -13%
Truist Financial
49
Truist Financial
North Carolina
$144M +$7.68M +99,374 +6%
Zurich Cantonal Bank
50
Zurich Cantonal Bank
Switzerland
$137M -$11.5M -149,113 -8%
1
2
3 4 5

BNY Hedge Fund Activity: Q4 2024 in Review

1,439 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2024, worth a combined $47.8B — up 7.3% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 235 funds opened new BNY positions and 57 closed out — a net gain of 178 holders — while 470 added to existing stakes and 491 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $289M. The largest seller was Victory Capital Management, cutting an estimated $321M.

  • 1,439 institutional investors held Bank of New York Mellon (BNY) as of Q4 2024, up from 1,289 in Q3 2024.
  • Funds reported $47.8B of Bank of New York Mellon stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 235 funds opened new Bank of New York Mellon positions in Q4 2024 and 57 closed out, a net change of +178 holders.
  • The largest Bank of New York Mellon buyer in Q4 2024 was Fidelity Investments, an estimated $289M added.
  • The largest Bank of New York Mellon seller in Q4 2024 was Victory Capital Management, an estimated $321M sold.

Based on aggregated 13F filings for Q4 2024.