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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
ANBT
1701
American National Bank & Trust
Texas
$6.15K +$5.86K +53 New
FC
1702
Financial Consulate
Maryland
$6.04K
ACM
1703
Accent Capital Management
Ohio
$5.92K
JSAM
1704
J. Safra Asset Management
New York
$5.8K +$5.53K +50 New
CFG
1705
Clayton Financial Group
Missouri
$5.46K +$5.2K +47 New
KFI
1706
Key Financial Inc
Pennsylvania
$5.46K
AP
1707
Aspect Partners
Virginia
$5.34K +$996 +9 +24%
PWA
1708
Principia Wealth Advisory
Texas
$5.11K +$553 +5 +13%
WW
1709
Winnow Wealth
Texas
$5.03K
TFG
1710
Team Financial Group
California
$4.92K
IPS
1711
Investors Portfolio Services
Washington
$4.6K +$4.43K +40 New
B
1712
Birchbrook
Maine
$4.3K +$4.09K +37 New
API
1713
Asset Planning Inc
California
$4.29K
IAS
1714
IMA Advisory Services
Colorado
$4.29K +$3.32K +30 +429%
LWMI
1715
Legacy Wealth Management (Idaho)
Idaho
$4.18K +$3.98K +36 New
CCMI
1716
Creative Capital Management Investments
California
$4.18K
VWM
1717
Vermillion Wealth Management
Minnesota
$4.18K
1CP
1718
1015 Capital Partners
Pennsylvania
$3.71K +$3.54K +32 New
GSWM
1719
Golden State Wealth Management
California
$3.5K
LA
1720
LM Advisors
California
$3.49K -$340K -3,077 -88%
SFAM
1721
Sawyer Falduto Asset Management
Illinois
$3.37K +$3.21K +29 New
PAI
1722
Pittenger & Anderson Inc
Nebraska
$3.25K
FNWA
1723
Financial Network Wealth Advisors
Utah
$3.02K
MWM
1724
Mascoma Wealth Management
New Hampshire
$3.02K +$1.55K +14 +117%
KA
1725
Kozak & Associates
Colorado
$3.01K

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.