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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
KFA
1551
Kelleher Financial Advisors
New York
$16.7K +$15.6K +153 New
HHMI
1552
Howard Hughes Medical Institute
Maryland
$16.6K -$306 -3 -2%
AIM
1553
Access Investment Management
Georgia
$16.3K
T. Rowe Price Investment Management
1554
T. Rowe Price Investment Management
Maryland
$16K +$14.5K +142 New
WCM
1555
Westend Capital Management
California
$15.4K
FFL
1556
Financial Freedom LLC
Ohio
$15.3K
HWP
1557
Highline Wealth Partners
California
$15K
MTIC
1558
Missouri Trust & Investment Company
Missouri
$14.7K
MA
1559
MCF Advisors
Kentucky
$14.7K +$3.98K +39 +41%
CTB
1560
Country Trust Bank
Illinois
$14.6K +$13.7K +134 New
CA
1561
Crewe Advisors
Utah
$13.6K -$1.73K -17 -12%
NSG
1562
Nalls Sherbakoff Group
Tennessee
$12.9K
MSWM
1563
Mowery & Schoenfeld Wealth Management
Illinois
$12.6K -$1.73K -17 -13%
BWL
1564
Bogart Wealth LLC
Virginia
$12.4K +$2.24K +22 +24%
SIC
1565
SJS Investment Consulting
Ohio
$12.1K +$7.34K +72 +185%
BAM
1566
Bellevue Asset Management
Washington
$11.9K +$102 +1 +0.9%
ITFISA
1567
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$11.7K
IWP
1568
IAG Wealth Partners
Wisconsin
$11.2K
IWM
1569
IMG Wealth Management
Florida
$11.1K
TC
1570
Trust Company
Kansas
$11.1K
FPB
1571
First PREMIER Bank
South Dakota
$11K
CCM
1572
Cloud Capital Management
Washington
$11K +$10.3K +101 New
GIM
1573
Gold Investment Management
Alberta, Canada
$10.9K
CWP
1574
Clark Wealth Partners
Illinois
$10.6K
KG
1575
Kilter Group
New York
$10.4K -$408 -4 -4%

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.