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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
MWM
1626
Mascoma Wealth Management
New Hampshire
$1.31K +$1.22K +12 New
ACA
1627
American Capital Advisory
Idaho
$1.2K
HC
1628
Hurley Capital
New York
$1.09K +$1.02K +10 New
TPBG
1629
Turning Point Benefit Group
Maryland
$1.07K +$1.02K +10 New
CA
1630
Centerpoint Advisors
Massachusetts
$1K
RBC
1631
Roble Belko & Company
Pennsylvania
$1K
SFCL
1632
Strengthening Families & Communities LLC
Massachusetts
$986 +$918 +9 New
SA
1633
Seneschal Advisors
Washington
$981 +$918 +9 New
AT
1634
Avalon Trust
New Mexico
$872 +$816 +8 New
SHIM
1635
Stone House Investment Management
Pennsylvania
$872 +$816 +8 New
IAS
1636
IMA Advisory Services
Colorado
$763
BIM
1637
Breakwater Investment Management
Washington
$545 +$510 +5 New
EFMH
1638
E Fund Management (HK)
Hong Kong
$545 +$510 +5 New
RS
1639
Rakuten Securities
Japan
$327 -$204 -2 -40%
MAFA
1640
MJT & Associates Financial Advisory
Minnesota
$327
PG
1641
Proffitt & Goodson
Tennessee
$218 +$204 +2 New
YDMI
1642
Y.D. More Investments
Israel
$189 -$9.79K -96 -14%
BT
1643
Banque Transatlantique
France
$109
DF
1644
DecisionPoint Financial
Arizona
$107
Norges Bank
1645
Norges Bank
Norway
-$1.08B -11,874,073 Closed
Renaissance Technologies
1646
Renaissance Technologies
New York
-$27.2M -298,111 Closed
Axa
1647
Axa
France
-$22.9M -250,986 Closed
Twin Tree Management
1648
Twin Tree Management
Texas
-$17.3M -169,583 Closed
Financial Engines Advisors
1649
Financial Engines Advisors
California
-$14.6M -160,173 Closed
Marshall Wace
1650
Marshall Wace
United Kingdom
-$11.1M -121,599 Closed

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.