We are live on ! Find out more
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
CIM
1601
Cambria Investment Management
California
-$343K -4,095 Closed
HIIFS
1602
Harel Insurance Investments & Financial Services
Israel
-$313K -3,735 Closed
BIG
1603
Brookwood Investment Group
Arizona
-$306K -3,653 Closed
PCM
1604
Prelude Capital Management
New York
-$305K -3,637 Closed
BOH
1605
Bank of Hawaii
Hawaii
-$294K -3,500 Closed
SW
1606
SMART Wealth
Nebraska
-$288K -3,431 Closed
LCC
1607
Lincoln Capital Corp
Rhode Island
-$286K -3,415 Closed
FBT
1608
First Bank & Trust
South Dakota
-$269K -3,208 Closed
CA
1609
Continuum Advisory
Idaho
-$264K -3,144 Closed
DFS
1610
Dixon Fnancial Services
California
-$247K -2,947 Closed
CAAS
1611
Capital Asset Advisory Services
Michigan
-$238K -2,829 Closed
IFG
1612
Independent Financial Group
California
-$230K -2,744 Closed
WAP
1613
Wealthcare Advisory Partners
Pennsylvania
-$225K -2,680 Closed
GAA
1614
Global Assets Advisory
Florida
-$208K -2,643 Closed
JSC
1615
Jackson Square Capital
California
-$216K -2,573 Closed
RMDI
1616
R.M. Davis Inc
Maine
-$212K -2,532 Closed
AMIM
1617
Aull & Monroe Investment Management
Alabama
-$210K -2,509 Closed
NC
1618
NBW Capital
Massachusetts
-$210K -2,501 Closed
UF
1619
Univest Financial
Pennsylvania
-$208K -2,482 Closed
CFG
1620
Cooper Financial Group
California
-$202K -2,408 Closed
A
1621
AlphaQuest
New York
-$163K -1,948 Closed
WF
1622
Wayfinding Financial
Washington
-$158K -1,894 Closed
HCP
1623
Hexagon Capital Partners
Arkansas
-$151K -1,796 Closed
LWANC
1624
Laurel Wealth Advisors (North Carolina)
North Carolina
-$103K -1,223 Closed
RFS
1625
Richardson Financial Services
Massachusetts
-$95.2K -1,135 Closed

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.