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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.92B -$113M -1,341,806 -2%
BlackRock
2
BlackRock
New York
$5.4B -$129M -1,533,832 -2%
Dodge & Cox
3
Dodge & Cox
California
$3.52B -$229M -2,722,558 -6%
State Street
4
State Street
Massachusetts
$2.81B -$6.47M -76,972 -0.2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.22B +$287M +3,418,254 +15%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.52B +$36.9M +439,331 +2%
Artisan Partners
7
Artisan Partners
Wisconsin
$1.31B -$26.1M -310,206 -2%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$1.17B -$7.27M -86,525 -0.6%
Morgan Stanley
9
Morgan Stanley
New York
$1.07B +$126M +1,502,523 +13%
Norges Bank
10
Norges Bank
Norway
$1.06B -$195M -2,315,471 -15%
Bank of America
11
Bank of America
North Carolina
$1.05B +$625M +7,439,118 +148%
Ameriprise
12
Ameriprise
Minnesota
$1.01B +$18.6M +221,613 +2%
JP Morgan Chase
13
JP Morgan Chase
New York
$964M +$444M +5,278,982 +85%
Northern Trust
14
Northern Trust
Illinois
$777M -$23M -273,349 -3%
Wells Fargo
15
Wells Fargo
California
$775M +$93.8M +1,116,700 +14%
Nuveen
16
Nuveen
North Carolina
$774M -$83.6M -995,190 -10%
Invesco
17
Invesco
Georgia
$693M +$56.1M +667,966 +9%
UBS AM
18
UBS AM
Illinois
$681M +$36.6M +436,100 +6%
Harris Associates
19
Harris Associates
Illinois
$609M -$190M -2,256,968 -24%
LSV Asset Management
20
LSV Asset Management
Illinois
$553M -$36.5M -434,380 -6%
Amundi
21
Amundi
France
$534M -$56.7M -674,606 -9%
Legal & General Group
22
Legal & General Group
United Kingdom
$524M +$1.79M +21,317 +0.3%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$504M -$105M -1,252,714 -17%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$429M -$221M -2,635,759 -34%
Goldman Sachs
25
Goldman Sachs
New York
$424M +$85.5M +1,017,145 +25%

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.