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BNY

Bank of New York Mellon

1,644 hedge funds and large institutions have $63.9B invested in Bank of New York Mellon in 2025 Q3 according to their latest regulatory filings, with 207 funds opening new positions, 575 increasing their positions, 593 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 97

29% more funds holding in top 10

Funds holding in top 10: 2431 (+7)

17% more capital invested

Capital invested by funds: $54.5B → $63.9B (+$9.35B)

10% more call options, than puts

Call options by funds: $358M | Put options by funds: $325M

6% more funds holding

Funds holding: 1,5551,644 (+89)

0.44% less ownership

Funds ownership: 83.63%83.19% (-0.44%)

3% less repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 593

Holders
1,644
Holders Change
+89
Holders Change %
+5.72%
% of All Funds
21.54%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.41%
New
207
Increased
575
Reduced
593
Closed
97
Calls
$358M
Puts
$325M
Net Calls
+$33.3M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
ACIM
126
Azimuth Capital Investment Management
Michigan
$43.7M -$704K -6,905 -2%
BGIM
127
Brandywine Global Investment Management
Pennsylvania
$43.6M -$258K -2,525 -0.6%
YAM
128
Yacktman Asset Management
Texas
$43M -$14.7M -144,402 -27%
KK
129
KLP Kapitalforvaltning
Norway
$42.2M
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$40.7M +$6.96M +68,287 +22%
HighTower Advisors
131
HighTower Advisors
Illinois
$40.3M -$1.57M -15,367 -4%
IMRF
132
Illinois Municipal Retirement Fund
Illinois
$39.8M +$7.17M +70,324 +24%
Chevy Chase Trust
133
Chevy Chase Trust
Maryland
$39.7M -$1.7M -16,687 -4%
KBC Group
134
KBC Group
Belgium
$39.3M -$40.8M -399,913 -53%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$38.6M -$48.5M -476,015 -57%
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$38M -$519K -5,089 -1%
Kayne Anderson Rudnick Investment Management
137
Kayne Anderson Rudnick Investment Management
California
$37.8M +$9.74M +95,479 +38%
HW
138
Hancock Whitney
Mississippi
$37.4M -$2.71M -26,596 -7%
APG Asset Management
139
APG Asset Management
Netherlands
$37.4M +$265K +2,600 +0.6%
Toronto Dominion Bank
140
Toronto Dominion Bank
Ontario, Canada
$37M -$3.25M -31,879 -9%
SO
141
STRS Ohio
Ohio
$36.1M -$12.6M -123,855 -27%
CA
142
CSM Advisors
Pennsylvania
$36M -$9.62M -94,365 -22%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$35.9M +$14.8M +144,869 +76%
Asset Management One
144
Asset Management One
Japan
$35.7M -$244K -2,397 -0.7%
CS
145
Cannell & Spears
New York
$35M -$1.01M -9,915 -3%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$35M +$401K +3,935 +1%
A
147
AustralianSuper
Australia
$34.6M -$33.3M -326,927 -51%
Kovitz Investment Group Partners
148
Kovitz Investment Group Partners
Illinois
$34.6M +$2.7M +26,485 +9%
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$34.6M -$1.75M -17,122 -5%
CI
150
Conning Inc
Connecticut
$34.5M -$7.11M -69,683 -18%

BNY Hedge Fund Activity: Q3 2025 in Review

1,644 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2025, worth a combined $63.9B — up 17% from $54.5B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new BNY positions and 97 closed out — a net gain of 110 holders — while 575 added to existing stakes and 593 trimmed.

The largest buyer was UBS AM, adding an estimated $624M. The largest seller was Dodge & Cox, cutting an estimated $283M.

  • 1,644 institutional investors held Bank of New York Mellon (BNY) as of Q3 2025, up from 1,555 in Q2 2025.
  • Funds reported $63.9B of Bank of New York Mellon stock for Q3 2025, up 17% quarter-over-quarter.
  • 207 funds opened new Bank of New York Mellon positions in Q3 2025 and 97 closed out, a net change of +110 holders.
  • The largest Bank of New York Mellon buyer in Q3 2025 was UBS AM, an estimated $624M added.
  • The largest Bank of New York Mellon seller in Q3 2025 was Dodge & Cox, an estimated $283M sold.

Based on aggregated 13F filings for Q3 2025.