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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
PB
1451
Pinnacle Bancorp
Nebraska
$17K
DF
1452
Dunhill Financial
United Kingdom
$16.9K +$9.09K +107 +137%
LIA
1453
Luken Investment Analytics
Tennessee
$16.8K
SC
1454
Stephens Consulting
Michigan
$16.4K -$2.04K -24 -12%
S
1455
Sachetta
Massachusetts
$15.7K
RWM
1456
Raffa Wealth Management
District of Columbia
$15.3K
RTL
1457
Red Tortoise LLC
Georgia
$15.2K
GTAM
1458
Global Trust Asset Management
Florida
$15K
CFD
1459
Creative Financial Designs
Indiana
$14.6K +$425 +5 +3%
HHMI
1460
Howard Hughes Medical Institute
Maryland
$14.1K +$13.2K +155 New
AIM
1461
Access Investment Management
Georgia
$13.7K +$12.7K +150 New
UFF
1462
USA Financial Formulas
Michigan
$13.5K -$1.83M -21,516 -99%
NC
1463
North Capital
Utah
$13K
CA
1464
Crewe Advisors
Utah
$12.9K +$12.1K +142 New
WCM
1465
Westend Capital Management
California
$12.8K
FFL
1466
Financial Freedom LLC
Ohio
$12.8K
HWP
1467
Highline Wealth Partners
California
$12.6K +$170 +2 +1%
GSWM
1468
Golden State Wealth Management
California
$12.4K +$2.55K +30 +29%
MTIC
1469
Missouri Trust & Investment Company
Missouri
$12.3K
TWD
1470
True Wealth Design
Ohio
$12.3K +$2.55K +30 +29%
MSWM
1471
Mowery & Schoenfeld Wealth Management
Illinois
$12.1K
CB
1472
Community Bank
New York
$11.4K
NSG
1473
Nalls Sherbakoff Group
Tennessee
$10.8K
AWM
1474
Atticus Wealth Management
Florida
$10.6K +$9.85K +116 New
WA
1475
Whipplewood Advisors
Colorado
$9.93K -$11.9K -140 -56%

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.