We are live on ! Find out more
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
Credit Agricole
76
Credit Agricole
France
$80.1M +$1.68M +19,958 +2%
Aviva
77
Aviva
United Kingdom
$76.9M +$7.15M +85,034 +10%
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$74.7M -$2.52M -29,975 -3%
Principal Financial Group
79
Principal Financial Group
Iowa
$73.1M +$997K +11,866 +1%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$72.6M -$75.2K -895 -0.1%
ZIM
81
Zacks Investment Management
Illinois
$71.9M +$982K +11,680 +1%
Mitsubishi UFJ Trust & Banking
82
Mitsubishi UFJ Trust & Banking
Japan
$71.7M -$15.2M -180,476 -17%
Victory Capital Management
83
Victory Capital Management
Texas
$69.4M -$143M -1,698,827 -67%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$68M -$5.57M -66,235 -8%
Swedbank
85
Swedbank
Sweden
$67.9M +$992K +11,809 +1%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$67.5M -$128K -1,518 -0.2%
MHI
87
Miller Howard Investments
New York
$66.1M -$22.5M -267,200 -25%
MGP
88
M&G plc
United Kingdom
$65.7M -$2.73M -32,442 -4%
Man Group
89
Man Group
United Kingdom
$64.4M -$68.6M -816,293 -52%
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$63.9M -$2.03M -24,209 -3%
Universal-Beteiligungs- und Servicegesellschaft
91
Universal-Beteiligungs- und Servicegesellschaft
Germany
$63.6M -$4.01M -47,663 -6%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$63.1M -$2.82M -33,590 -4%
Lazard Asset Management
93
Lazard Asset Management
New York
$61.4M -$17.4M -207,156 -22%
Macquarie Group
94
Macquarie Group
Australia
$59.6M +$6.51M +77,408 +12%
Primecap Management
95
Primecap Management
California
$59.3M
CIM
96
Corda Investment Management
Texas
$57.2M -$2.1M -25,000 -4%
VRS
97
Virginia Retirement Systems
Virginia
$57.1M +$57.2M +680,559 New
CS
98
Candriam SCA
Luxembourg
$57M -$10.4M -123,274 -15%
Balyasny Asset Management
99
Balyasny Asset Management
Illinois
$56.6M +$54.7M +651,380 +2,839%
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$55.9M -$931K -11,079 -2%

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.