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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
BAM
1676
Bellevue Asset Management
Washington
$12.7K
EWP
1677
Elevation Wealth Partners
California
$12.5K +$4.32K +39 +57%
PIS
1678
POM Investment Strategies
North Carolina
$12.3K +$11.7K +106 New
FPB
1679
First PREMIER Bank
South Dakota
$12K
IWP
1680
IAG Wealth Partners
Wisconsin
$12K
IWM
1681
IMG Wealth Management
Florida
$11.8K
GIM
1682
Gold Investment Management
Alberta, Canada
$11.6K
CIAS
1683
CBIZ Investment Advisory Services
Ohio
$11K +$7.3K +66 +228%
GWM
1684
Greenline Wealth Management
Florida
$10.9K +$10.4K +94 New
SC
1685
Solstein Capital
California
$10.8K
CWP
1686
Clark Wealth Partners
Illinois
$10.6K
JGCM
1687
Joseph Group Capital Management
Ohio
$10.6K +$10.1K +91 New
PSB
1688
Piscataqua Savings Bank
New Hampshire
$10.3K
DWM
1689
Dogwood Wealth Management
Kansas
$10.3K +$1.55K +14 +19%
BFS
1690
Bare Financial Services
Pennsylvania
$9.98K
PWA
1691
Physician Wealth Advisors
Utah
$9.17K -$9.52K -86 -52%
HFS
1692
Hughes Financial Services
Virginia
$8.82K
BCPWM
1693
Bradley & Co Private Wealth Management
Florida
$8.24K
AWM
1694
Abound Wealth Management
Tennessee
$8.13K
VWWMG
1695
Vermillion & White Wealth Management Group
Pennsylvania
$7.78K
VWA
1696
VSM Wealth Advisory
Maryland
$7.78K +$7.41K +67 New
PPC
1697
Park Place Capital
Alabama
$7.31K +$443 +4 +7%
YP
1698
YANKCOM Partnership
South Dakota
$7.31K +$6.97K +63 New
CFD
1699
Creative Financial Designs
Indiana
$7.2K -$11.9K -108 -64%
SFS
1700
Sunrise Financial Services
Washington
$6.62K +$6.31K +57 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.