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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
BGIM
126
Brandywine Global Investment Management
Pennsylvania
$34.6M -$1.92M -22,879 -5%
CI
127
Conning Inc
Connecticut
$34.6M -$4.74M -56,430 -12%
Jane Street
128
Jane Street
New York
$34.5M +$4.36M +51,825 +14%
ACIM
129
Azimuth Capital Investment Management
Michigan
$34.3M -$412K -4,907 -1%
MAA
130
Matrix Asset Advisors
New York
$33.7M -$7.31M -87,016 -18%
SCM
131
Shelton Capital Management
Colorado
$33.2M +$21.2M +252,188 +176%
HighTower Advisors
132
HighTower Advisors
Illinois
$32.8M -$1.38M -16,437 -4%
QCM
133
QRG Capital Management
Illinois
$32.4M +$3.96M +47,112 +14%
Allianz Asset Management
134
Allianz Asset Management
Germany
$32.3M +$3.54M +42,078 +12%
JAM
135
Jupiter Asset Management
United Kingdom
$32.2M -$38.6M -459,822 -54%
TI
136
Tidal Investments
Wisconsin
$32.1M +$6.73M +80,110 +26%
Axa
137
Axa
France
$32M -$7.41M -88,200 -19%
IMRF
138
Illinois Municipal Retirement Fund
Illinois
$31.9M +$6.93M +82,481 +28%
Chevy Chase Trust
139
Chevy Chase Trust
Maryland
$31.8M -$403K -4,796 -1%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$31.5M +$920K +10,942 +3%
ST
141
Sabal Trust
Florida
$31.4M -$640K -7,620 -2%
LGF
142
LGT Group Foundation
Liechtenstein
$31.3M +$17.5M +208,118 +126%
KK
143
KLP Kapitalforvaltning
Norway
$31.3M +$328K +3,900 +1%
Royal London Asset Management
144
Royal London Asset Management
United Kingdom
$30.8M +$3.6M +42,851 +13%
APG Asset Management
145
APG Asset Management
Netherlands
$30.7M -$655K -7,800 -2%
FP
146
Foundry Partners
Minnesota
$30.3M -$1.75M -20,778 -5%
TD Asset Management
147
TD Asset Management
Ontario, Canada
$29.5M +$7.03M +83,667 +31%
PAM
148
Panagora Asset Management
Massachusetts
$28.5M -$17M -201,828 -37%
Corient Private Wealth
149
Corient Private Wealth
Florida
$28.5M +$383K +4,560 +1%
CS
150
Cannell & Spears
New York
$28.1M -$699K -8,317 -2%

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.