We are live on ! Find out more
BNY

Bank of New York Mellon

1,555 hedge funds and large institutions have $54.5B invested in Bank of New York Mellon in 2025 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 520 increasing their positions, 586 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $311M | Put options by funds: $175M

77% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 96

3% more funds holding

Funds holding: 1,5031,555 (+52)

5% more capital invested

Capital invested by funds: $52B → $54.5B (+$2.53B)

2.78% less ownership

Funds ownership: 86.4%83.63% (-2.8%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

11% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 586

Holders
1,555
Holders Change
+52
Holders Change %
+3.46%
% of All Funds
20.44%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
170
Increased
520
Reduced
586
Closed
96
Calls
$311M
Puts
$175M
Net Calls
+$135M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
1426
New England Capital Financial Advisors
Connecticut
$30.5K +$170 +2 +0.6%
CPG
1427
Cornerstone Planning Group
New Jersey
$29.7K -$8.24K -97 -25%
PAM
1428
Parvin Asset Management
South Dakota
$29.3K
UCB
1429
United Community Bank
South Carolina
$29.1K
SL
1430
Salomon & Ludwin
Virginia
$28.3K
OWA
1431
Opal Wealth Advisors
New York
$27.5K
ABWM
1432
Alpine Bank Wealth Management
Colorado
$27.3K
HBW
1433
Hazlett, Burt & Watson
West Virginia
$27K
OP
1434
ORG Partners
Indiana
$26.4K -$18.3K -215 -42%
WIM
1435
Westside Investment Management
California
$26.2K +$10.8K +127 +79%
WWM
1436
Wolff Wiese Magana
California
$26.1K
PP
1437
PFS Partners
New Jersey
$25.8K
PWMG
1438
Private Wealth Management Group
New Jersey
$25.4K
BCMLT
1439
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.4K +$170 +2 +0.7%
RF
1440
Rossby Financial
Florida
$24.6K -$3.4K -40 -13%
NWM
1441
Nova Wealth Management
Florida
$24K -$10.4K -122 -32%
VWA
1442
Valued Wealth Advisors
Utah
$22.6K -$934 -11 -4%
RWS
1443
Retirement Wealth Solutions
Wisconsin
$22.2K
SVCP
1444
Silicon Valley Capital Partners
California
$21.2K +$85 +1 +0.4%
NEWAS
1445
N.E.W. Advisory Services
Wisconsin
$20K
HNB
1446
Hilltop National Bank
Wyoming
$19.7K +$18.3K +216 New
AP
1447
Atwood & Palmer
Missouri
$19.1K
AW
1448
Avion Wealth
Texas
$19K +$4.33K +51 +32%
BFP
1449
Briaud Financial Planning
Texas
$18K +$17.7K +208 New
FC
1450
Fairscale Capital
New Hampshire
$17.3K +$14.4K +170 New

BNY Hedge Fund Activity: Q2 2025 in Review

1,555 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2025, worth a combined $54.5B — up 4.9% from $52B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new BNY positions and 96 closed out — a net gain of 74 holders — while 520 added to existing stakes and 586 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $510M. The largest seller was UBS AM, cutting an estimated $609M.

  • 1,555 institutional investors held Bank of New York Mellon (BNY) as of Q2 2025, up from 1,503 in Q1 2025.
  • Funds reported $54.5B of Bank of New York Mellon stock for Q2 2025, up 4.9% quarter-over-quarter.
  • 170 funds opened new Bank of New York Mellon positions in Q2 2025 and 96 closed out, a net change of +74 holders.
  • The largest Bank of New York Mellon buyer in Q2 2025 was Fidelity Investments, an estimated $510M added.
  • The largest Bank of New York Mellon seller in Q2 2025 was UBS AM, an estimated $609M sold.

Based on aggregated 13F filings for Q2 2025.