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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
VF
1551
Virtu Financial
New York
-$385K -5,008 Closed
MIM
1552
Morningstar Investment Management
Illinois
-$380K -4,945 Closed
AG
1553
AlTi Global
New York
-$376K -4,888 Closed
TC
1554
Taika Capital
Florida
-$365K -4,750 Closed
GWM
1555
Gitterman Wealth Management
New Jersey
-$364K -4,734 Closed
CCG
1556
Cypress Capital Group
Florida
-$355K -4,625 Closed
NCFG
1557
New Century Financial Group
New Jersey
-$342K -4,446 Closed
FTUS
1558
Flow Traders U.S.
New York
-$278K -3,620 Closed
DC
1559
Diametric Capital
Massachusetts
-$256K -3,334 Closed
TWM
1560
Tolleson Wealth Management
Texas
-$253K -3,289 Closed
MMA
1561
Miracle Mile Advisors
California
-$236K -3,074 Closed
MSFS
1562
Main Street Financial Solutions
Pennsylvania
-$233K -3,039 Closed
CJL
1563
Cyrus J. Lawrence
New York
-$232K -3,021 Closed
GAM
1564
Groupama Asset Management
France
-$229K -2,970 Closed
RSWM
1565
Robertson Stephens Wealth Management
California
-$211K -2,751 Closed
TWA
1566
TCI Wealth Advisors
Arizona
-$204K -2,657 Closed
CFG
1567
CKW Financial Group
Hawaii
-$192K -2,500 Closed
LJHT
1568
Laurie J. Hall Trustee
-$145K -1,895 Closed
VWM
1569
Venturi Wealth Management
Texas
-$126K -1,636 Closed
KI
1570
Kapitalo Investimentos
Brazil
-$125K -1,626 Closed
CBT
1571
CoreFirst Bank & Trust
Kansas
-$101K -1,320 Closed
CAS
1572
Coppell Advisory Solutions
Texas
-$99.2K -1,286 Closed
LDB
1573
Lee, Danner & Bass
Tennessee
-$89.5K -1,165 Closed
LFA
1574
Legend Financial Advisors
Pennsylvania
-$79.6K -1,036 Closed
CIAM
1575
Caitong International Asset Management
Hong Kong
-$75.2K -979 Closed

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.