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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
BFS
1476
Bare Financial Services
Pennsylvania
$2.01K +$2.02K +24 New
RAM
1477
Riggs Asset Management
Pennsylvania
$1.93K
CAC
1478
Core Alternative Capital
Georgia
$1.84K
WA
1479
WestEnd Advisors
North Carolina
$1.84K +$588 +7 +47%
IHWM
1480
Iron Horse Wealth Management
Iowa
$1.68K +$1.68K +20 New
NFSG
1481
Newbridge Financial Services Group
Florida
$1.51K
JFG
1482
JDM Financial Group
Texas
$1.43K
HFS
1483
Horizon Financial Services
North Carolina
$1.34K +$1.34K +16 New
TCA
1484
Trifecta Capital Advisors
Illinois
$1.26K
CFS
1485
CGC Financial Services
Oregon
$1.26K
CIM
1486
Contravisory Investment Management
Massachusetts
$1.17K
KFI
1487
Key Financial Inc
Pennsylvania
$1.17K
MAS
1488
MPWM Advisory Solutions
Georgia
$1.17K
PWM
1489
Parkworth Wealth Management
California
$923 +$84 +1 +10%
ACA
1490
American Capital Advisory
Idaho
$923 +$924 +11 New
AP
1491
Aspect Partners
Virginia
$922 +$504 +6 +120%
OCM
1492
Osterweis Capital Management
California
$839 +$840 +10 New
CAM
1493
Chesapeake Asset Management
New York
$838
T
1494
Transce3nd
Texas
$755 -$34.9K -415 -98%
HIA
1495
HFM Investment Advisors
New Jersey
$755 +$756 +9 New
BMC
1496
Bear Mountain Capital
Washington
$652 +$672 +8 New
WTFG
1497
Wood Tarver Financial Group
Idaho
$588
PWM
1498
Puff Wealth Management
New Jersey
$422 +$420 +5 New
GA
1499
GoalVest Advisory
New York
$419 +$420 +5 New
MAFA
1500
MJT & Associates Financial Advisory
Minnesota
$252 +$252 +3 New

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.