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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
HWP
1426
Highline Wealth Partners
California
$11.4K +$4.71K +56 +70%
MTIC
1427
Missouri Trust & Investment Company
Missouri
$11.3K
MSWM
1428
Mowery & Schoenfeld Wealth Management
Illinois
$11.1K +$84 +1 +0.8%
CB
1429
Community Bank
New York
$10.5K
CWC
1430
Carolinas Wealth Consulting
North Carolina
$9.9K +$1.34K +16 +16%
NSG
1431
Nalls Sherbakoff Group
Tennessee
$9.9K +$9.92K +118 New
BAM
1432
Bellevue Asset Management
Washington
$9.06K
GSWM
1433
Golden State Wealth Management
California
$8.84K -$1.68K -20 -16%
TWD
1434
True Wealth Design
Ohio
$8.81K +$8.4K +100 +2,000%
IWP
1435
IAG Wealth Partners
Wisconsin
$8.64K
TC
1436
Trust Company
Kansas
$8.55K
CTA
1437
Colonial Trust Advisors
South Carolina
$8.39K
GIM
1438
Gold Investment Management
Alberta, Canada
$8.39K
HFS
1439
Hughes Financial Services
Virginia
$8.28K +$8.32K +99 New
FPB
1440
First PREMIER Bank
South Dakota
$8K
CFS
1441
Compass Financial Services
Iowa
$7.97K +$7.98K +95 New
CIAS
1442
CBIZ Investment Advisory Services
Ohio
$7.88K +$7.9K +94 New
GAG
1443
Goodman Advisory Group
Massachusetts
$7.88K +$7.9K +94 New
PSB
1444
Piscataqua Savings Bank
New Hampshire
$7.46K
TC
1445
Truvestments Capital
Florida
$7.38K
BWL
1446
Bogart Wealth LLC
Virginia
$7.3K +$504 +6 +7%
DF
1447
Dunhill Financial
United Kingdom
$6.53K -$3.53K -42 -35%
HNW
1448
High Note Wealth
Minnesota
$6.37K
WCM
1449
WealthTrak Capital Management
Virginia
$6.29K +$3.36K +40 +114%
HCM
1450
Hollencrest Capital Management
California
$6.29K

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.