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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
MGP
101
M&G plc
United Kingdom
$66.2M -$10.3M -92,818 -14%
CS
102
Candriam SCA
Luxembourg
$65.5M -$8.42M -76,068 -12%
CIM
103
Corda Investment Management
Texas
$64M -$1.29M -11,650 -2%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$62M -$15.6M -140,851 -21%
DSA
105
Davis Selected Advisers
Arizona
$60.6M -$54.1M -488,959 -48%
QCM
106
Quantinno Capital Management
New York
$60.3M +$10.9M +98,332 +23%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$60.1M +$2.6M +23,528 +5%
NA
108
NewEdge Advisors
Louisiana
$59.9M -$587K -5,302 -1%
Corient Private Wealth
109
Corient Private Wealth
Florida
$59.7M +$36.9M +333,806 +140%
Pictet Asset Management
110
Pictet Asset Management
Switzerland
$59.5M -$2.39M -21,619 -4%
VRS
111
Virginia Retirement Systems
Virginia
$58.1M +$1.04M +9,400 +2%
VF
112
Vest Financial
Virginia
$57.4M -$411K -3,715 -0.7%
SG Americas Securities
113
SG Americas Securities
New York
$56.4M +$50.8M +459,198 +1,711%
New York State Common Retirement Fund
114
New York State Common Retirement Fund
New York
$54.8M -$797K -7,200 -2%
LA
115
LFL Advisers
Illinois
$53.7M +$1.39M +12,527 +3%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$51.5M +$9.88M +89,316 +27%
Wellington Management Group
117
Wellington Management Group
Massachusetts
$49.9M -$18.1M -163,913 -28%
LCS
118
Levin Capital Strategies
New York
$49.3M
Caisse de Depot et Placement du Quebec (CDPQ)
119
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$48.6M +$568K +5,136 +1%
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.1M -$320K -2,894 -0.7%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$48.1M +$12.9M +116,208 +39%
Marshall Wace
122
Marshall Wace
United Kingdom
$47.8M +$45.6M +412,034 New
Point72 Asset Management
123
Point72 Asset Management
Connecticut
$47.4M +$238K +2,154 +0.5%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.8M -$748K -6,758 -2%
BGIM
125
Brandywine Global Investment Management
Pennsylvania
$45.6M -$838K -7,573 -2%

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.