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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
CTA
1651
Colonial Trust Advisors
South Carolina
$19.6K
RTL
1652
Red Tortoise LLC
Georgia
$19.4K
GTAM
1653
Global Trust Asset Management
Florida
$19.1K
WETS
1654
Wealth Enhancement Trust Services
South Dakota
$18.8K +$17.9K +162 New
CA
1655
Crewe Advisors
Utah
$18.2K +$3.54K +32 +26%
KFA
1656
Kelleher Financial Advisors
New York
$17.8K
HHMI
1657
Howard Hughes Medical Institute
Maryland
$17.5K -$111 -1 -0.7%
B
1658
Bayban
Minnesota
$17.2K +$16.4K +148 New
T. Rowe Price Investment Management
1659
T. Rowe Price Investment Management
Maryland
$17K
MSWM
1660
Mowery & Schoenfeld Wealth Management
Illinois
$16.6K +$2.99K +27 +23%
WCM
1661
Westend Capital Management
California
$16.4K
AIM
1662
Access Investment Management
Georgia
$16.3K
FFL
1663
Financial Freedom LLC
Ohio
$16.3K
EWM
1664
Evolution Wealth Management
Florida
$16.1K +$15.4K +139 New
HWP
1665
Highline Wealth Partners
California
$16K
MTIC
1666
Missouri Trust & Investment Company
Missouri
$15.7K
AWM
1667
Activest Wealth Management
Florida
$15.7K +$9.96K +90 +200%
CTB
1668
Country Trust Bank
Illinois
$15.6K
GWSG
1669
GPS Wealth Strategies Group
Colorado
$15.1K -$186K -1,677 -93%
HNW
1670
High Note Wealth
Minnesota
$14.6K +$5.2K +47 +59%
KG
1671
Kilter Group
New York
$13.8K +$2.66K +24 +25%
NSG
1672
Nalls Sherbakoff Group
Tennessee
$13.7K
AFC
1673
Ares Financial Consulting
California
$13.6K +$12.9K +117 New
BWL
1674
Bogart Wealth LLC
Virginia
$13.2K
EI
1675
EFG International
$13.1K +$12.5K +113 New

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.