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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
BAM
1476
Bellevue Asset Management
Washington
$9.9K
ITFISA
1477
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$9.75K +$9.09K +107 New
AWM
1478
Accredited Wealth Management
Kentucky
$9.66K +$9K +106 New
IWP
1479
IAG Wealth Partners
Wisconsin
$9.38K
TC
1480
Trust Company
Kansas
$9.29K
IWM
1481
IMG Wealth Management
Florida
$9.29K +$8.66K +102 New
CTA
1482
Colonial Trust Advisors
South Carolina
$9.11K
GIM
1483
Gold Investment Management
Alberta, Canada
$9.06K
KG
1484
Kilter Group
New York
$9.02K +$8.41K +99 New
FPB
1485
First PREMIER Bank
South Dakota
$9K
MA
1486
MCF Advisors
Kentucky
$8.75K -$4.42K -52 -35%
SC
1487
Solstein Capital
California
$8.47K +$7.9K +93 New
BWL
1488
Bogart Wealth LLC
Virginia
$8.38K +$425 +5 +6%
CWP
1489
Clark Wealth Partners
Illinois
$8.29K +$3.57K +42 +86%
PSB
1490
Piscataqua Savings Bank
New Hampshire
$8.11K
TC
1491
Truvestments Capital
Florida
$8.02K
BFS
1492
Bare Financial Services
Pennsylvania
$7.83K +$5.26K +62 +258%
HFS
1493
Hughes Financial Services
Virginia
$7.77K -$1.95K -23 -23%
BOJHT
1494
Bank of Jackson Hole Trust
Wyoming
$7.74K +$7.22K +85 New
T
1495
Transce3nd
Texas
$7.65K +$6.37K +75 +833%
HNW
1496
High Note Wealth
Minnesota
$6.92K
WCM
1497
WealthTrak Capital Management
Virginia
$6.83K
HCM
1498
Hollencrest Capital Management
California
$6.83K
DWM
1499
Dogwood Wealth Management
Kansas
$6.67K +$1.87K +22 +44%
BCPWM
1500
Bradley & Co Private Wealth Management
Florida
$6.47K

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.