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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
Charles Schwab
26
Charles Schwab
California
$399M -$8.16M -97,059 -2%
First Trust Advisors
27
First Trust Advisors
Illinois
$397M +$313M +3,728,115 +369%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$370M +$7.91M +94,095 +2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$338M -$12.4M -147,979 -4%
American Century Companies
30
American Century Companies
Missouri
$323M -$74.3M -883,615 -19%
Deutsche Bank
31
Deutsche Bank
Germany
$303M -$2.52M -30,002 -0.8%
UBS Group
32
UBS Group
Switzerland
$300M -$67.1M -798,628 -18%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$282M -$77.5M -921,875 -22%
AQR Capital Management
34
AQR Capital Management
Connecticut
$266M +$74.6M +887,361 +38%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$242M -$7.83M -93,161 -3%
Parnassus Investments
36
Parnassus Investments
California
$222M -$19.2M -229,002 -8%
Franklin Resources
37
Franklin Resources
California
$212M +$19M +225,617 +10%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$206M +$1.09M +12,939 +0.5%
Fayez Sarofim & Co
39
Fayez Sarofim & Co
Texas
$203M -$34.1M -405,800 -14%
Barclays
40
Barclays
United Kingdom
$200M -$41.8M -496,988 -17%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$198M +$7.89M +93,850 +4%
National Pension Service
42
National Pension Service
South Korea
$192M +$9.55M +113,634 +5%
Truist Financial
43
Truist Financial
North Carolina
$167M +$9.21M +109,635 +6%
DSA
44
Davis Selected Advisers
Arizona
$160M -$19M -226,329 -11%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$160M -$1.26M -15,044 -0.8%
Squarepoint
46
Squarepoint
New York
$157M +$64.5M +767,215 +69%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$150M +$5.43M +64,592 +4%
Zurich Cantonal Bank
48
Zurich Cantonal Bank
Switzerland
$145M -$4.42M -52,574 -3%
BIP
49
Brandes Investment Partners
California
$144M -$21.8M -259,002 -13%
KBC Group
50
KBC Group
Belgium
$140M -$7.38M -87,841 -5%

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.