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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
BFM
1676
Boothbay Fund Management
New York
-$1.14M -12,507 Closed
CC
1677
Centiva Capital
New York
-$1.06M -11,661 Closed
OTPPB
1678
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$984K -10,796 Closed
TI
1679
TrueMark Investments
Illinois
-$848K -9,312 Closed
RAM
1680
Readystate Asset Management
Illinois
-$676K -7,424 Closed
EBSAM
1681
Eubel Brady & Suttman Asset Management
Ohio
-$666K -7,313 Closed
SPA
1682
Sherbrooke Park Advisers
New York
-$648K -7,111 Closed
DA
1683
Denali Advisors
California
-$574K -6,300 Closed
AI
1684
Atom Investors
Texas
-$560K -6,147 Closed
FIM
1685
Freedom Investment Management
Connecticut
-$559K -6,136 Closed
WMWM
1686
Whitaker-Myers Wealth Managers
Ohio
-$554K -6,082 Closed
SCM
1687
Stevens Capital Management
Pennsylvania
-$526K -5,775 Closed
WW
1688
Waterfront Wealth
Kansas
-$515K -5,658 Closed
NWAG
1689
Net Worth Advisory Group
Utah
-$511K -5,612 Closed
MIM
1690
Morningstar Investment Management
Illinois
-$393K -4,310 Closed
IA
1691
Integrity Alliance
Iowa
-$341K -3,739 Closed
CAG
1692
Csenge Advisory Group
Florida
-$309K -3,488 Closed
IC
1693
Iconiq Capital
California
-$300K -3,294 Closed
HIP
1694
HUB Investment Partners
Texas
-$293K -3,218 Closed
MPM
1695
MBB Public Markets
Illinois
-$279K -3,064 Closed
BAWM
1696
Bennett Associates Wealth Management
Pennsylvania
-$276K -3,025 Closed
AC
1697
ASB Consultores
Florida
-$253K -2,781 Closed
TA
1698
TFB Advisors
Kansas
-$248K -2,725 Closed
AL
1699
Arnhold LLC
New York
-$236K -2,594 Closed
CWMK
1700
Caliber Wealth Management (Kansas)
Kansas
-$221K -2,425 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.