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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
MNA
1726
Manning & Napier Advisors
New York
$2.92K +$2.77K +25 New
W
1727
WealthCollab
Washington
$2.9K
SA
1728
Scarborough Advisors
Maryland
$2.87K
HIA
1729
HFM Investment Advisors
New Jersey
$2.79K
NL
1730
NVWM LLC
Pennsylvania
$2.79K +$553 +5 +26%
WA
1731
WestEnd Advisors
North Carolina
$2.55K +$664 +6 +38%
P
1732
Palladiem
Pennsylvania
$2.44K +$2.32K +21 New
GAMC
1733
Garner Asset Management Corp
Texas
$2.42K +$2.32K +21 New
AG
1734
AmeriFlex Group
Nevada
$2.32K -$2.21K -20 -50%
OC
1735
Optima Capital
Oregon
$2.32K +$2.21K +20 New
FMP
1736
Financial Management Professionals
Texas
$2.09K +$111 +1 +6%
ACA
1737
American Capital Advisory
Idaho
$2.09K +$775 +7 +64%
RCM
1738
Richardson Capital Management
Wisconsin
$2.09K +$1.99K +18 New
TBFA
1739
Three Bearings Fiduciary Advisors
New Hampshire
$1.81K +$1.66K +15 New
CFS
1740
CGC Financial Services
Oregon
$1.74K
QA
1741
Quattro Advisors
Pennsylvania
$1.3K +$1.22K +11 New
SHIM
1742
Stone House Investment Management
Pennsylvania
$1.28K +$332 +3 +38%
TPBG
1743
Turning Point Benefit Group
Maryland
$1.16K
SA
1744
Seneschal Advisors
Washington
$1.04K
RBC
1745
Roble Belko & Company
Pennsylvania
$1K
CIAM
1746
Caitong International Asset Management
Hong Kong
$929 -$18.3K -165 -95%
CJ
1747
Caitlin John
Michigan
$697 -$448K -4,053 -100%
EFMH
1748
E Fund Management (HK)
Hong Kong
$608
BIM
1749
Breakwater Investment Management
Washington
$581
ECA
1750
Elevated Capital Advisors
Utah
$580 +$553 +5 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.