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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
SVCP
1401
Silicon Valley Capital Partners
California
$19.1K +$84 +1 +0.4%
NEWAS
1402
N.E.W. Advisory Services
Wisconsin
$18.5K +$18.5K +220 New
CAWM
1403
Capital A Wealth Management
Pennsylvania
$18.3K +$1.43K +17 +8%
AF
1404
Abound Financial
California
$18.1K +$18.2K +216 New
AP
1405
Atwood & Palmer
Missouri
$17.6K
SC
1406
Stephens Consulting
Michigan
$17.1K -$7.39K -88 -30%
BWAM
1407
Boyd Watterson Asset Management
Ohio
$16.8K
FW
1408
Fairway Wealth
Ohio
$16.4K
PB
1409
Pinnacle Bancorp
Nebraska
$15.7K
LIA
1410
Luken Investment Analytics
Tennessee
$15.4K
TIM
1411
Tortoise Investment Management
New York
$14.7K
S
1412
Sachetta
Massachusetts
$14.4K -$1.26K -15 -8%
RWM
1413
Raffa Wealth Management
District of Columbia
$14.1K
RTL
1414
Red Tortoise LLC
Georgia
$14K
GTAM
1415
Global Trust Asset Management
Florida
$13.8K
WIM
1416
Westside Investment Management
California
$13.5K
CFD
1417
Creative Financial Designs
Indiana
$13K +$420 +5 +3%
AWM
1418
Activest Wealth Management
Florida
$12.7K +$12.1K +144 +2,057%
MA
1419
MCF Advisors
Kentucky
$12.4K -$12.9K -153 -51%
WA
1420
Whipplewood Advisors
Colorado
$12.2K +$8.74K +104 +72%
HCA
1421
Harbor Capital Advisors
Illinois
$12K -$336 -4 -3%
AW
1422
Avion Wealth
Texas
$12K
NC
1423
North Capital
Utah
$12K +$12K +143 New
WCM
1424
Westend Capital Management
California
$11.8K
FFL
1425
Financial Freedom LLC
Ohio
$11.7K

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.