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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
MAM
1576
Marquette Asset Management
Minnesota
$10.4K +$9.69K +95 New
SC
1577
Solstein Capital
California
$10.1K
PSB
1578
Piscataqua Savings Bank
New Hampshire
$9.7K
BFS
1579
Bare Financial Services
Pennsylvania
$9.37K
FUBT
1580
First United Bank & Trust
Maryland
$9.37K +$8.77K +86 New
HNW
1581
High Note Wealth
Minnesota
$8.61K +$306 +3 +4%
HFS
1582
Hughes Financial Services
Virginia
$8.43K
DWM
1583
Dogwood Wealth Management
Kansas
$8.17K +$306 +3 +4%
BCPWM
1584
Bradley & Co Private Wealth Management
Florida
$7.74K
AWM
1585
Abound Wealth Management
Tennessee
$7.63K +$510 +5 +8%
APW
1586
Atlantic Private Wealth
North Carolina
$7.63K
EWP
1587
Elevation Wealth Partners
California
$7.52K +$7.04K +69 New
VWWMG
1588
Vermillion & White Wealth Management Group
Pennsylvania
$7.3K +$6.83K +67 New
FGAM
1589
Financial Gravity Asset Management
Texas
$6.5K +$6.12K +60 New
PPC
1590
Park Place Capital
Alabama
$6.43K
RWA
1591
Redmont Wealth Advisors
Illinois
$6.1K
FC
1592
Financial Consulate
Maryland
$5.67K +$5.3K +52 New
ACM
1593
Accent Capital Management
Ohio
$5.56K +$5.2K +51 New
GFWA
1594
Grey Fox Wealth Advisors
Delaware
$5.34K +$5K +49 New
KFI
1595
Key Financial Inc
Pennsylvania
$5.02K +$3.37K +33 +236%
AWM
1596
Activest Wealth Management
Florida
$4.9K +$1.33K +13 +41%
PA
1597
Pineridge Advisors
Missouri
$4.79K
WW
1598
Winnow Wealth
Texas
$4.69K +$4.38K +43 New
TFG
1599
Team Financial Group
California
$4.6K
HHGA
1600
Halbert Hargrove Global Advisors
California
$4.58K +$204 +2 +5%

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.