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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
SO
1501
Sierra Ocean
California
$6.39K
APW
1502
Atlantic Private Wealth
North Carolina
$6.38K +$5.94K +70 New
VWA
1503
VSM Wealth Advisory
Maryland
$6.1K +$5.69K +67 New
AWM
1504
Abound Wealth Management
Tennessee
$5.92K
PPC
1505
Park Place Capital
Alabama
$5.35K
RWA
1506
Redmont Wealth Advisors
Illinois
$5.1K
MWM
1507
MorganRosel Wealth Management
Colorado
$4.56K
PA
1508
Pineridge Advisors
Missouri
$4.01K
TFG
1509
Team Financial Group
California
$3.83K +$3.57K +42 New
SIC
1510
Salem Investment Counselors
North Carolina
$3.74K -$425 -5 -11%
HHGA
1511
Halbert Hargrove Global Advisors
California
$3.65K +$1.27K +15 +60%
SIC
1512
SJS Investment Consulting
Ohio
$3.55K -$43.6K -514 -93%
API
1513
Asset Planning Inc
California
$3.37K
CCMI
1514
Creative Capital Management Investments
California
$3.28K
VWM
1515
Vermillion Wealth Management
Minnesota
$3.28K
KWM
1516
Kiker Wealth Management
Georgia
$3.28K +$3.06K +36 New
PWA
1517
Principia Wealth Advisory
Texas
$3.01K +$594 +7 +27%
HFS
1518
Horizon Financial Services
North Carolina
$3.01K +$1.44K +17 +106%
AWM
1519
Activest Wealth Management
Florida
$2.92K -$10.1K -119 -79%
FNWA
1520
Financial Network Wealth Advisors
Utah
$2.37K
W
1521
WealthCollab
Washington
$2.28K
SA
1522
Scarborough Advisors
Maryland
$2.23K +$2.04K +24 New
AP
1523
Aspect Partners
Virginia
$2.19K +$1.1K +13 +118%
HIA
1524
HFM Investment Advisors
New Jersey
$2.19K +$1.27K +15 +167%
RAM
1525
Riggs Asset Management
Pennsylvania
$2.1K

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.