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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
LI
1626
LRI Investments
Florida
$29.3K -$33.7K -305 -55%
RWS
1627
Retirement Wealth Solutions
Wisconsin
$28.3K +$111 +1 +0.4%
MA
1628
MCF Advisors
Kentucky
$27.4K +$11.2K +101 +75%
TSMHT
1629
Thurston Springer Miller Herd & Titak
Indiana
$27.4K +$26.1K +236 New
SVCP
1630
Silicon Valley Capital Partners
California
$27.2K +$111 +1 +0.4%
HI
1631
Hoey Investments
Pennsylvania
$26.1K
NEWAS
1632
N.E.W. Advisory Services
Wisconsin
$25.5K
HNB
1633
Hilltop National Bank
Wyoming
$25.1K
AF
1634
Abound Financial
California
$25.1K +$23.9K +216 New
TC
1635
Truvestments Capital
Florida
$24.7K
AP
1636
Atwood & Palmer
Missouri
$24.4K
AW
1637
Avion Wealth
Texas
$24K -$443 -4 -2%
WA
1638
Walsh & Associates
Florida
$23.4K +$22.4K +202 New
GAFA
1639
Garton & Associates Financial Advisors
Kentucky
$22.9K +$21.9K +198 New
SIC
1640
SJS Investment Consulting
Ohio
$22.6K +$9.29K +84 +76%
SR
1641
Swiss Re
Switzerland
$22.5K +$21.5K +194 New
S
1642
Sachetta
Massachusetts
$22.4K
MB
1643
MidFirst Bank
Oklahoma
$22.3K +$21.2K +192 New
HFS
1644
Horizon Financial Services
North Carolina
$22.1K +$2.77K +25 +15%
LIA
1645
Luken Investment Analytics
Tennessee
$21.9K +$553 +5 +3%
PB
1646
Pinnacle Bancorp
Nebraska
$21.7K
RWM
1647
Raffa Wealth Management
District of Columbia
$21.6K
IIM
1648
IFC & Insurance Marketing
California
$21K +$19.6K +177 New
RFS
1649
Richardson Financial Services
Massachusetts
$20.9K
FC
1650
Fairscale Capital
New Hampshire
$19.7K

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.