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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
WRPWM
1801
Werba Rubin Papier Wealth Management
California
-$309K -2,833 Closed
AP
1802
Americana Partners
Texas
-$298K -2,736 Closed
LOAMU
1803
Lombard Odier Asset Management (USA)
New York
-$277K -2,541 Closed
MSFS
1804
Main Street Financial Solutions
Pennsylvania
-$276K -2,533 Closed
CWM
1805
Compass Wealth Management
Connecticut
-$262K -2,400 Closed
CIA
1806
Choate Investment Advisors
Massachusetts
-$240K -2,205 Closed
EMCIP
1807
Ewing Morris & Co Investment Partners
Ontario, Canada
-$240K -2,200 Closed
CWM
1808
Capital Wealth Management
Rhode Island
-$236K -2,170 Closed
VI
1809
Versor Investments
New York
-$229K -2,100 Closed
FA
1810
Fiducient Advisors
Illinois
-$218K -2,005 Closed
TIA
1811
Trust Investment Advisors
Indiana
-$214K -1,964 Closed
VBA
1812
von Borstel & Associates
Oregon
-$208K -1,883 Closed
HWA
1813
Heartwood Wealth Advisors
Virginia
-$190K -1,745 Closed
CWM
1814
Crowley Wealth Management
Delaware
-$118K -1,082 Closed
TIM
1815
Tortoise Investment Management
New York
-$109K -998 Closed
JFGIW
1816
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$85K -780 Closed
DSC
1817
Duncker Streett & Co
Missouri
-$81.7K -750 Closed
TCM
1818
TruNorth Capital Management
Michigan
-$54.5K -500 Closed
JWM
1819
JPL Wealth Management
Colorado
-$53K -486 Closed
RA
1820
Rise Advisors
New York
-$46.5K -427 Closed
ABWM
1821
Alpine Bank Wealth Management
Colorado
-$32.7K -300 Closed
SIC
1822
Salem Investment Counselors
North Carolina
-$20K -184 Closed
NC
1823
North Capital
Utah
-$16.7K -153 Closed
CCM
1824
Cloud Capital Management
Washington
-$11K -101 Closed
FUBT
1825
First United Bank & Trust
Maryland
-$9.37K -86 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.