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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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$38.8M +$1.52M +13,727 +4%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$38.3M +$8.63M +78,037 +31%
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$38.2M +$3.34M +30,229 +10%
Asset Management One
154
Asset Management One
Japan
$38.2M -$334K -3,021 -0.9%
HW
155
Hancock Whitney
Mississippi
$37.5M -$2.25M -20,316 -6%
Citadel Advisors
156
Citadel Advisors
Florida
$37.4M +$19.3M +174,143 +118%
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$36.5M +$29.8M +269,598 +599%
CS
158
Cannell & Spears
New York
$36.2M -$1.06M -9,615 -3%
APG Asset Management
159
APG Asset Management
Netherlands
$35.9M -$4.48M -40,483 -10%
SO
160
STRS Ohio
Ohio
$35.7M -$2.54M -22,959 -7%
TRSOTSOK
161
Teachers Retirement System of the State of Kentucky
Kentucky
$35.5M +$7.41M +67,000 +28%
Stifel Financial
162
Stifel Financial
Missouri
$34.6M +$2.42M +21,867 +8%
Treasurer of the State of North Carolina
163
Treasurer of the State of North Carolina
North Carolina
$33.9M -$2.76M -24,917 -8%
Macquarie Group
164
Macquarie Group
Australia
$33.6M -$31.2M -281,756 -49%
CI
165
Conning Inc
Connecticut
$33.5M -$3.11M -28,071 -9%
ETC
166
Exchange Traded Concepts
Oklahoma
$33.4M +$1.49M +13,448 +5%
MAM
167
Meeder Asset Management
Ohio
$33.3M -$1.77K -16 -0%
DAM
168
Delta Asset Management
Tennessee
$33.1M -$464K -4,195 -1%
IP
169
Interval Partners
New York
$33M +$15.4M +138,896 +95%
MSV
170
MN Services Vermogensbeheer
Netherlands
$32.5M +$962K +8,696 +3%
MML Investors Services
171
MML Investors Services
Massachusetts
$32.1M +$2.06M +18,589 +7%
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$31.5M -$2.23M -20,178 -7%
AssetMark Inc
173
AssetMark Inc
California
$31.3M +$9.42M +85,135 +46%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$31M -$58.3K -527 -0.2%
Vontobel Holding
175
Vontobel Holding
Switzerland
$30.7M +$3.91M +35,294 +15%

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.