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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
BCPWM
1451
Bradley & Co Private Wealth Management
Florida
$5.96K
SO
1452
Sierra Ocean
California
$5.88K
AWM
1453
Abound Wealth Management
Tennessee
$5.45K -$5.71K -68 -51%
Kayne Anderson Rudnick Investment Management
1454
Kayne Anderson Rudnick Investment Management
California
$5.07K -$3.36K -40 -40%
PPC
1455
Park Place Capital
Alabama
$4.95K +$2.1K +25 +74%
RWA
1456
Redmont Wealth Advisors
Illinois
$4.7K +$4.71K +56 New
ETS
1457
ESL Trust Services
New York
$4.45K
GJIA
1458
Glass Jacobson Investment Advisors
Maryland
$4.38K
DWM
1459
Dogwood Wealth Management
Kansas
$4.19K +$4.2K +50 New
MWM
1460
MorganRosel Wealth Management
Colorado
$4.19K +$4.2K +50 New
CWP
1461
Clark Wealth Partners
Illinois
$4.11K +$252 +3 +7%
SIC
1462
Salem Investment Counselors
North Carolina
$3.86K
PA
1463
Pineridge Advisors
Missouri
$3.69K -$840 -10 -19%
RS
1464
Rakuten Securities
Japan
$3.69K +$2.94K +35 +389%
API
1465
Asset Planning Inc
California
$3.1K
CCMI
1466
Creative Capital Management Investments
California
$3.02K
VWM
1467
Vermillion Wealth Management
Minnesota
$3.02K
FMP
1468
Financial Management Professionals
Texas
$3.02K +$3.02K +36 New
NL
1469
NVWM LLC
Pennsylvania
$2.85K +$1.26K +15 +79%
BWM
1470
Bernard Wealth Management
Michigan
$2.77K +$2.77K +33 New
FNWA
1471
Financial Network Wealth Advisors
Utah
$2.18K +$2.19K +26 New
W
1472
WealthCollab
Washington
$2.1K
HHGA
1473
Halbert Hargrove Global Advisors
California
$2.1K +$2.1K +25 New
PWA
1474
Principia Wealth Advisory
Texas
$2.06K +$840 +10 +63%
WW
1475
Winnow Wealth
Texas
$2.03K +$672 +8 +47%

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.