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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
MM
1701
MQS Management
New York
-$219K -2,409 Closed
AA
1702
Armis Advisers
Georgia
-$217K -2,379 Closed
PCP
1703
Proficio Capital Partners
Massachusetts
-$209K -2,289 Closed
PSFG
1704
Park Square Financial Group
Georgia
-$181K -1,989 Closed
TCM
1705
Traub Capital Management
Massachusetts
-$117K -1,280 Closed
LFA
1706
Legend Financial Advisors
Pennsylvania
-$94.4K -1,036 Closed
TIM
1707
Total Investment Management
Arizona
-$69.3K -761 Closed
GC
1708
Garde Capital
Washington
-$69K -757 Closed
MPW
1709
MASECO Private Wealth
-$66.2K -727 Closed
HT
1710
Headlands Technologies
Illinois
-$65K -713 Closed
KIM
1711
Kestra Investment Management
Texas
-$56.4K -672 Closed
TSMHT
1712
Thurston Springer Miller Herd & Titak
Indiana
-$59.2K -650 Closed
TPWA
1713
Twin Peaks Wealth Advisors
California
-$58.9K -569 Closed
OW
1714
Olistico Wealth
Oklahoma
-$50.7K -557 Closed
KSWA
1715
Kathleen S. Wright Associates
Pennsylvania
-$50.1K -550 Closed
NC
1716
NewSquare Capital
Pennsylvania
-$39.2K -430 Closed
SGC
1717
Slocum, Gordon & Co
Rhode Island
-$36.4K -400 Closed
GC
1718
GFG Capital
Florida
-$36.2K -397 Closed
BA
1719
Bellwether Advisors
Nebraska
-$32.8K -360 Closed
OWA
1720
Opal Wealth Advisors
New York
-$27.5K -302 Closed
BCMLT
1721
Beacon Capital Management LLC (Tennessee)
Tennessee
-$25.4K -279 Closed
BFP
1722
Briaud Financial Planning
Texas
-$18K -208 Closed
SC
1723
Stephens Consulting
Michigan
-$16.4K -180 Closed
AWM
1724
Atticus Wealth Management
Florida
-$10.6K -116 Closed
WA
1725
Whipplewood Advisors
Colorado
-$9.93K -109 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.