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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
AIM
1751
Arcadia Investment Management
Michigan
$465 +$443 +4 New
LWM
1752
Lodestone Wealth Management
Washington
$464 +$443 +4 New
MAFA
1753
MJT & Associates Financial Advisory
Minnesota
$349
TFA
1754
Toth Financial Advisory
Virginia
$233 +$221 +2 New
MMCM
1755
Murphy & Mullick Capital Management
New York
$232 +$221 +2 New
YDMI
1756
Y.D. More Investments
Israel
$183 -$7.75K -70 -12%
DF
1757
DecisionPoint Financial
Arizona
$117
RS
1758
Rakuten Securities
Japan
$116 -$221 -2 -67%
AIM
1759
Achmea Investment Management
Netherlands
-$29.3M -269,071 Closed
EF
1760
Empowered Funds
Pennsylvania
-$15.7M -144,086 Closed
OBAM
1761
ODDO BHF Asset Management
France
-$6.56M -60,226 Closed
NSEDCP
1762
NJ State Employees Deferred Compensation Plan
New Jersey
-$6.54M -60,038 Closed
PAMP
1763
Polar Asset Management Partners
Ontario, Canada
-$6.47M -59,425 Closed
OC
1764
Oppenheimer & Co
New York
-$6.17M -56,670 Closed
LIP
1765
Lighthouse Investment Partners
Florida
-$6.13M -56,286 Closed
TAMH
1766
Taikang Asset Management (HK)
Hong Kong
-$5.86M -53,781 Closed
TSS
1767
Two Sigma Securities
New York
-$4.09M -37,511 Closed
MIP
1768
Marietta Investment Partners
Wisconsin
-$3.56M -32,683 Closed
AG
1769
AIA Group
Hong Kong
-$3.11M -28,523 Closed
MFS
1770
Mirabella Financial Services
United Kingdom
-$2.87M -26,435 Closed
PCM
1771
PAR Capital Management
Massachusetts
-$2.87M -26,364 Closed
DF
1772
Donoghue Forlines
Massachusetts
-$2.28M -20,880 Closed
VIA
1773
Virtus Investment Advisers
Connecticut
-$1.98M -18,204 Closed
QC
1774
Quantessence Capital
New York
-$1.71M -15,648 Closed
WAM
1775
Weiss Asset Management
Massachusetts
-$1.67M -15,368 Closed

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.