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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
FFC
1626
First Financial Corp
Indiana
-$87.8K -1,047 Closed
FF
1627
Friedenthal Financial
New Jersey
-$77.7K -926 Closed
WPA
1628
West Paces Advisors
Georgia
-$59.3K -707 Closed
FWA
1629
FSC Wealth Advisors
New York
-$45.5K -543 Closed
WT
1630
Washington Trust
Rhode Island
-$38.2K -456 Closed
MFA
1631
McClarren Financial Advisors
Pennsylvania
-$34K -409 Closed
SFGP
1632
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$25.7K -306 Closed
SCB
1633
Saudi Central Bank
Saudi Arabia
-$23.7K -282 Closed
CAWM
1634
Capital A Wealth Management
Pennsylvania
-$18.3K -219 Closed
AF
1635
Abound Financial
California
-$18.1K -216 Closed
BWAM
1636
Boyd Watterson Asset Management
Ohio
-$16.8K -200 Closed
FW
1637
Fairway Wealth
Ohio
-$16.4K -195 Closed
CWC
1638
Carolinas Wealth Consulting
North Carolina
-$9.9K -118 Closed
CFS
1639
Compass Financial Services
Iowa
-$7.97K -95 Closed
GAG
1640
Goodman Advisory Group
Massachusetts
-$7.88K -94 Closed
GJIA
1641
Glass Jacobson Investment Advisors
Maryland
-$4.38K -57 Closed
ETS
1642
ESL Trust Services
New York
-$4.45K -53 Closed
FMP
1643
Financial Management Professionals
Texas
-$3.02K -36 Closed
BWM
1644
Bernard Wealth Management
Michigan
-$2.77K -33 Closed
WW
1645
Winnow Wealth
Texas
-$2.03K -25 Closed
JFG
1646
JDM Financial Group
Texas
-$1.43K -17 Closed
MAS
1647
MPWM Advisory Solutions
Georgia
-$1.17K -14 Closed
CAM
1648
Chesapeake Asset Management
New York
-$838 -10 Closed
BMC
1649
Bear Mountain Capital
Washington
-$652 -8 Closed
GA
1650
GoalVest Advisory
New York
-$419 -5 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.