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BNY

Bank of New York Mellon

1,503 hedge funds and large institutions have $52B invested in Bank of New York Mellon in 2025 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 530 increasing their positions, 558 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 89

68% more call options, than puts

Call options by funds: $299M | Put options by funds: $179M

9% more capital invested

Capital invested by funds: $47.8B → $52B (+$4.16B)

4% more funds holding

Funds holding: 1,4391,503 (+64)

0.82% more ownership

Funds ownership: 85.58%86.4% (+0.82%)

5% less repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 558

13% less funds holding in top 10

Funds holding in top 10: 3026 (-4)

Holders
1,503
Holders Change
+64
Holders Change %
+4.45%
% of All Funds
20.13%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.35%
New
169
Increased
530
Reduced
558
Closed
89
Calls
$299M
Puts
$179M
Net Calls
+$121M
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
151
Natixis Advisors
Massachusetts
$28.1M +$4.11M +48,940 +17%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$27.8M -$1.62M -19,288 -5%
Asset Management One
153
Asset Management One
Japan
$27.8M +$1.28M +15,237 +5%
ZIG
154
Zurich Insurance Group
Switzerland
$27.8M -$31.7M -377,751 -53%
Treasurer of the State of North Carolina
155
Treasurer of the State of North Carolina
North Carolina
$27.6M -$387K -4,601 -1%
DIA
156
Dana Investment Advisors
Wisconsin
$26.3M -$2.96M -35,176 -10%
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$25.8M -$8.79M -104,620 -25%
MAM
158
Martingale Asset Management
Massachusetts
$25.2M -$1.33M -15,835 -5%
DAM
159
Delta Asset Management
Tennessee
$24.9M -$397K -4,720 -2%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$24.6M +$3.17M +37,693 +15%
Handelsbanken Fonder
161
Handelsbanken Fonder
Sweden
$24.5M -$3.97M -47,204 -14%
MAM
162
Meeder Asset Management
Ohio
$23.9M +$19.2K +228 +0.1%
Calamos Advisors
163
Calamos Advisors
Illinois
$23.8M +$8.47M +100,736 +55%
AIM
164
Achmea Investment Management
Netherlands
$23.7M +$811K +9,654 +4%
Capital Fund Management (CFM)
165
Capital Fund Management (CFM)
France
$23.6M +$13.3M +157,875 +128%
MGIA
166
Matthew Goff Investment Advisor
Texas
$23.3M -$313K -3,720 -1%
MSV
167
MN Services Vermogensbeheer
Netherlands
$23.2M -$1.8M -21,400 -7%
Ohio Public Employees Retirement System (OPERS)
168
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.9M -$1.74M -20,737 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
169
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.8M -$20.5M -243,443 -47%
VCM
170
Vivaldi Capital Management
Illinois
$22.4M -$3.38M -40,259 -13%
JSSH
171
J. Safra Sarasin Holding
$22.4M -$1.96M -23,324 -8%
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$22.1M -$27M -321,386 -55%
MML Investors Services
173
MML Investors Services
Massachusetts
$21.7M +$1.69M +20,063 +8%
State of Tennessee, Department of Treasury
174
State of Tennessee, Department of Treasury
Tennessee
$21.7M -$5.54M -65,978 -20%
DekaBank Deutsche Girozentrale
175
DekaBank Deutsche Girozentrale
Germany
$21.5M -$236K -2,805 -1%

BNY Hedge Fund Activity: Q1 2025 in Review

1,503 of the 7,466 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2025, worth a combined $52B — up 8.7% from $47.8B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new BNY positions and 89 closed out — a net gain of 80 holders — while 530 added to existing stakes and 558 trimmed.

The largest buyer was Bank of America, adding an estimated $625M. The largest seller was Dodge & Cox, cutting an estimated $229M.

  • 1,503 institutional investors held Bank of New York Mellon (BNY) as of Q1 2025, up from 1,439 in Q4 2024.
  • Funds reported $52B of Bank of New York Mellon stock for Q1 2025, up 8.7% quarter-over-quarter.
  • 169 funds opened new Bank of New York Mellon positions in Q1 2025 and 89 closed out, a net change of +80 holders.
  • The largest Bank of New York Mellon buyer in Q1 2025 was Bank of America, an estimated $625M added.
  • The largest Bank of New York Mellon seller in Q1 2025 was Dodge & Cox, an estimated $229M sold.

Based on aggregated 13F filings for Q1 2025.