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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
RWS
1526
Retirement Wealth Solutions
Wisconsin
$26.5K
SVCP
1527
Silicon Valley Capital Partners
California
$25.4K +$204 +2 +0.9%
HI
1528
Hoey Investments
Pennsylvania
$24.5K -$12.7K -125 -36%
NEWAS
1529
N.E.W. Advisory Services
Wisconsin
$24K
HNB
1530
Hilltop National Bank
Wyoming
$23.5K
TC
1531
Truvestments Capital
Florida
$23.2K +$12.7K +125 +142%
AW
1532
Avion Wealth
Texas
$23K +$510 +5 +2%
AP
1533
Atwood & Palmer
Missouri
$22.9K
RF
1534
Rossby Financial
Florida
$22.4K -$6.12K -60 -22%
S
1535
Sachetta
Massachusetts
$21K +$2.14K +21 +12%
PB
1536
Pinnacle Bancorp
Nebraska
$20.4K
RWM
1537
Raffa Wealth Management
District of Columbia
$20.3K +$1.84K +18 +11%
LIA
1538
Luken Investment Analytics
Tennessee
$20K
SIC
1539
Salem Investment Counselors
North Carolina
$20K +$14.6K +143 +349%
RFS
1540
Richardson Financial Services
Massachusetts
$19.6K +$18.4K +180 New
CIAM
1541
Caitong International Asset Management
Hong Kong
$18.9K -$110K -1,077 -86%
FC
1542
Fairscale Capital
New Hampshire
$18.5K
CFD
1543
Creative Financial Designs
Indiana
$18.5K +$1.02K +10 +6%
CTA
1544
Colonial Trust Advisors
South Carolina
$18.4K +$7.04K +69 +69%
IP
1545
Isthmus Partners
Wisconsin
$18.3K -$295K -2,897 -2%
RTL
1546
Red Tortoise LLC
Georgia
$18.2K
PWA
1547
Physician Wealth Advisors
Utah
$18K +$14.7K +144 +686%
HFS
1548
Horizon Financial Services
North Carolina
$18K +$13.5K +132 +400%
GTAM
1549
Global Trust Asset Management
Florida
$17.9K
NC
1550
North Capital
Utah
$16.7K +$1.02K +10 +7%

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.