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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
PPF
76
PFA Pension Forsikringsaktieselskab
$95M +$89.9M +812,884 New
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$94.3M +$85.8K +775 +0.1%
Principal Financial Group
78
Principal Financial Group
Iowa
$92M +$1.12M +10,133 +1%
LPL Financial
79
LPL Financial
California
$90.3M -$13.7M -124,128 -14%
AIM
80
Artemis Investment Management
United Kingdom
$90.3M +$12.8M +115,250 +17%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$90.1M -$14.2M -128,285 -14%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$89.9M -$23.3M -210,767 -21%
Bank of Nova Scotia
83
Bank of Nova Scotia
Ontario, Canada
$86.6M +$4.25M +38,453 +5%
DB
84
Danske Bank
Denmark
$85.8M +$14.7M +133,249 +22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
85
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$83.6M +$76.6M +692,049 +2,479%
Jane Street
86
Jane Street
New York
$80.9M -$15.6M -141,165 -17%
Aviva
87
Aviva
United Kingdom
$80M +$3.89M +35,141 +5%
Universal-Beteiligungs- und Servicegesellschaft
88
Universal-Beteiligungs- und Servicegesellschaft
Germany
$79.1M -$160K -1,443 -0.2%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$78.2M -$4.28M -38,663 -5%
Lazard Asset Management
90
Lazard Asset Management
New York
$74.5M +$3.06M +27,662 +5%
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$74.1M -$5.32M -48,104 -7%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$73.4M -$4.43M -40,030 -6%
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$73.1M -$1.31M -11,800 -2%
Man Group
94
Man Group
United Kingdom
$72.7M -$2.54M -22,918 -4%
Aberdeen Group
95
Aberdeen Group
United Kingdom
$71.8M -$3.09M -27,935 -4%
Squarepoint
96
Squarepoint
New York
$71.1M -$104M -935,807 -60%
Credit Agricole
97
Credit Agricole
France
$70.5M -$15M -135,751 -18%
ZIG
98
Zurich Insurance Group
Switzerland
$68.3M +$40.8M +369,110 +168%
Citigroup
99
Citigroup
New York
$67.8M -$34.1M -307,736 -35%
Korea Investment Corp
100
Korea Investment Corp
South Korea
$66.8M +$2.62M +23,665 +4%

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.