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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
CAC
1526
Core Alternative Capital
Georgia
$2K
PWM
1527
Parkworth Wealth Management
California
$2K +$934 +11 +100%
PWA
1528
Physician Wealth Advisors
Utah
$1.91K +$1.78K +21 New
NICM
1529
Neo Ivy Capital Management
New York
$1.82K +$1.7K +20 New
NL
1530
NVWM LLC
Pennsylvania
$1.73K -$1.27K -15 -44%
NFSG
1531
Newbridge Financial Services Group
Florida
$1.64K
WA
1532
WestEnd Advisors
North Carolina
$1.46K -$510 -6 -27%
AG
1533
AmeriFlex Group
Nevada
$1.37K +$1.27K +15 New
CFS
1534
CGC Financial Services
Oregon
$1.37K
TCA
1535
Trifecta Capital Advisors
Illinois
$1.37K
CIM
1536
Contravisory Investment Management
Massachusetts
$1.28K
KFI
1537
Key Financial Inc
Pennsylvania
$1.28K
ACA
1538
American Capital Advisory
Idaho
$1K
RBC
1539
Roble Belko & Company
Pennsylvania
$1K +$510 +6 New
CA
1540
Centerpoint Advisors
Massachusetts
$1K +$934 +11 New
FIA
1541
FNY Investment Advisers
New York
$1K +$1.1K +13 New
CIAS
1542
CBIZ Investment Advisory Services
Ohio
$911 -$7.13K -84 -89%
BI
1543
Binnacle Investments
Iowa
$911 +$849 +10 New
KHC
1544
Koesten Hirschmann & Crabtree
Kansas
$723 +$679 +8 New
IAS
1545
IMA Advisory Services
Colorado
$638 +$594 +7 New
PWM
1546
Puff Wealth Management
New Jersey
$460
RS
1547
Rakuten Securities
Japan
$456 -$3.31K -39 -89%
BCM
1548
Blume Capital Management
California
$456 +$425 +5 New
MAFA
1549
MJT & Associates Financial Advisory
Minnesota
$274
LFA
1550
LGT Financial Advisors
Texas
$182 +$170 +2 New

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.