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BNY

Bank of New York Mellon

1,758 hedge funds and large institutions have $68.4B invested in Bank of New York Mellon in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 616 increasing their positions, 596 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 82

7% more capital invested

Capital invested by funds: $63.9B → $68.4B (+$4.53B)

7% more funds holding

Funds holding: 1,6441,758 (+114)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

1.36% more ownership

Funds ownership: 83.19%84.54% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 616 | Existing positions reduced: 596

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,758
Holders Change
+114
Holders Change %
+6.93%
% of All Funds
21.29%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.39%
New
231
Increased
616
Reduced
596
Closed
82
Calls
$467M
Puts
$463M
Net Calls
+$3.76M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BOTPPF
1601
Board of the Pension Protection Fund
United Kingdom
$46.4K -$1.52M -13,700 -97%
KLWA
1602
Kelly Lawrence W & Associates
California
$46.4K
LC
1603
Lavaca Capital
Texas
$46.4K
KBFS
1604
Kohmann Bosshard Financial Services
Ohio
$46.2K +$44K +398 New
ACA
1605
Atlas Capital Advisors
Wyoming
$44.3K +$42.3K +382 New
OCM
1606
Orion Capital Management
California
$44.1K -$2.43K -22 -5%
CAL
1607
Capital Advisors Ltd
Ohio
$44K
PP
1608
Paladin Partners
Wisconsin
$42.3K +$40.3K +364 New
OP
1609
ORG Partners
Indiana
$41.2K +$3.1K +28 +9%
OAJ
1610
Ogorek Anthony Joseph
New York
$40K -$6.2K -56 -14%
UCB
1611
United Community Bank
South Carolina
$39.7K
NECFA
1612
New England Capital Financial Advisors
Connecticut
$39.3K +$221 +2 +0.6%
PAM
1613
Parvin Asset Management
South Dakota
$37.4K
HBW
1614
Hazlett, Burt & Watson
West Virginia
$35K
VWM
1615
Valley Wealth Managers
New Jersey
$34.8K
WWM
1616
Wolff Wiese Magana
California
$33.3K
NFSG
1617
Newbridge Financial Services Group
Florida
$33.1K -$3.14M -28,399 -99%
PWMG
1618
Private Wealth Management Group
New Jersey
$32.4K
PWMA
1619
Pension & Wealth Management Advisors
Massachusetts
$32.4K
BFPW
1620
BOK Financial Private Wealth
Colorado
$31.6K -$69K -624 -70%
WAG
1621
Wilkerson Advisory Group
Missouri
$31.5K +$30K +271 New
HWA
1622
Heritage Wealth Advisors
Virginia
$31K +$29.5K +267 New
VWA
1623
Valued Wealth Advisors
Utah
$31K +$1.77K +16 +6%
NWM
1624
Nova Wealth Management
Florida
$30.5K
MAM
1625
Marquette Asset Management
Minnesota
$30.3K +$18.4K +166 +175%

BNY Hedge Fund Activity: Q4 2025 in Review

1,758 of the 8,256 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2025, worth a combined $68.4B — up 7.1% from $63.9B a quarter earlier.

Buyers outnumbered sellers: 231 funds opened new BNY positions and 82 closed out — a net gain of 149 holders — while 616 added to existing stakes and 596 trimmed.

The largest buyer was Federated Hermes, adding an estimated $191M. The largest seller was Dodge & Cox, cutting an estimated $999M.

  • 1,758 institutional investors held Bank of New York Mellon (BNY) as of Q4 2025, up from 1,644 in Q3 2025.
  • Funds reported $68.4B of Bank of New York Mellon stock for Q4 2025, up 7.1% quarter-over-quarter.
  • 231 funds opened new Bank of New York Mellon positions in Q4 2025 and 82 closed out, a net change of +149 holders.
  • The largest Bank of New York Mellon buyer in Q4 2025 was Federated Hermes, an estimated $191M added.
  • The largest Bank of New York Mellon seller in Q4 2025 was Dodge & Cox, an estimated $999M sold.

Based on aggregated 13F filings for Q4 2025.