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BNY

Bank of New York Mellon
BNY

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: 24 → 31 (+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: 1,555 → 1,644 (+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

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$624M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
3
Goldman Sachs
Goldman Sachs
New York
+$213M
4
Ameriprise
Ameriprise
Minnesota
+$208M
5
JP Morgan Chase
JP Morgan Chase
New York
+$111M

Top Sellers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
-$283M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$229M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$156M
4
Nuveen
Nuveen
North Carolina
-$155M
5
Harris Associates
Harris Associates
Illinois
-$149M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1601
AmeriFlex Group
Nevada
$4.36K +$2.55K +25 +167%
PWA
1602
Principia Wealth Advisory
Texas
$4.25K +$612 +6 +18%
API
1603
Asset Planning Inc
California
$4.03K – – –
AP
1604
Aspect Partners
Virginia
$4.03K +$1.33K +13 +54%
CCMI
1605
Creative Capital Management Investments
California
$3.92K – – –
VWM
1606
Vermillion Wealth Management
Minnesota
$3.92K – – –
GA
1607
Guerra Advisors
Florida
$3.71K +$3.47K +34 New
GSWM
1608
Golden State Wealth Management
California
$3.27K -$10.7K -105 -78%
BI
1609
Binnacle Investments
Iowa
$3.27K +$2.04K +20 +200%
CIAS
1610
CBIZ Investment Advisory Services
Ohio
$3.16K +$1.94K +19 +190%
PAM
1611
Palisade Asset Management
Minnesota
$3.05K +$2.86K +28 New
PAI
1612
Pittenger & Anderson Inc
Nebraska
$3.05K +$2.86K +28 New
FNWA
1613
Financial Network Wealth Advisors
Utah
$2.83K – – –
W
1614
WealthCollab
Washington
$2.72K – – –
KA
1615
Kozak & Associates
Colorado
$2.7K +$2.55K +25 New
SA
1616
Scarborough Advisors
Maryland
$2.68K +$102 +1 +4%
HIA
1617
HFM Investment Advisors
New Jersey
$2.62K – – –
CAC
1618
Core Alternative Capital
Georgia
$2.4K – – –
NL
1619
NVWM LLC
Pennsylvania
$2.07K – – –
MA
1620
Montag & Associates
Georgia
$1.85K +$1.73K +17 New
FMP
1621
Financial Management Professionals
Texas
$1.85K +$1.73K +17 New
WA
1622
WestEnd Advisors
North Carolina
$1.74K – – –
TCA
1623
Trifecta Capital Advisors
Illinois
$1.64K – – –
CFS
1624
CGC Financial Services
Oregon
$1.63K – – –
CIM
1625
Contravisory Investment Management
Massachusetts
$1.52K – – –
63 64
65
66 67

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.