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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
ACA
1376
Atlas Capital Advisors
Wyoming
$32K
CAL
1377
Capital Advisors Ltd
Ohio
$32K
OCM
1378
Orion Capital Management
California
$31.9K +$31.9K +380 New
NC
1379
NewSquare Capital
Pennsylvania
$30.7K +$26.6K +317 +647%
CPG
1380
Cornerstone Planning Group
New Jersey
$30.5K +$16.5K +196 +100%
BA
1381
Bellwether Advisors
Nebraska
$30.2K
GKIM
1382
GW&K Investment Management
Massachusetts
$30K -$84 -1 -0.3%
NECFA
1383
New England Capital Financial Advisors
Connecticut
$27.9K +$168 +2 +0.6%
PAM
1384
Parvin Asset Management
South Dakota
$27K
UCB
1385
United Community Bank
South Carolina
$26.8K +$26.8K +319 New
SL
1386
Salomon & Ludwin
Virginia
$25.7K
SFGP
1387
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$25.7K +$504 +6 +2%
OWA
1388
Opal Wealth Advisors
New York
$25.3K +$25.4K +302 New
ABWM
1389
Alpine Bank Wealth Management
Colorado
$25.2K +$25.2K +300 New
HBW
1390
Hazlett, Burt & Watson
West Virginia
$25K
RF
1391
Rossby Financial
Florida
$24.4K +$26.1K +310 New
WWM
1392
Wolff Wiese Magana
California
$24.1K
PP
1393
PFS Partners
New Jersey
$23.7K
SCB
1394
Saudi Central Bank
Saudi Arabia
$23.7K +$23.7K +282 New
PWMG
1395
Private Wealth Management Group
New Jersey
$23.4K
BCMLT
1396
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.2K +$84 +1 +0.4%
SWC
1397
Spectrum Wealth Counsel
Indiana
$23.2K
VWA
1398
Valued Wealth Advisors
Utah
$21.7K +$4.45K +53 +26%
RWS
1399
Retirement Wealth Solutions
Wisconsin
$20.4K
PGAM
1400
Princeton Global Asset Management
New Jersey
$19.8K +$4.2K +50 +27%

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.