We are live on ! Find out more
BNY

Bank of New York Mellon

1,555 hedge funds and large institutions have $54.5B invested in Bank of New York Mellon in 2025 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 520 increasing their positions, 586 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $311M | Put options by funds: $175M

77% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 96

3% more funds holding

Funds holding: 1,5031,555 (+52)

5% more capital invested

Capital invested by funds: $52B → $54.5B (+$2.53B)

2.78% less ownership

Funds ownership: 86.4%83.63% (-2.8%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

11% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 586

Holders
1,555
Holders Change
+52
Holders Change %
+3.46%
% of All Funds
20.44%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
170
Increased
520
Reduced
586
Closed
96
Calls
$311M
Puts
$175M
Net Calls
+$135M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.48B +$43.9M +517,081 +0.7%
BlackRock
2
BlackRock
New York
$5.83B -$28.8M -338,947 -0.5%
Dodge & Cox
3
Dodge & Cox
California
$3.43B -$370M -4,357,266 -10%
State Street
4
State Street
Massachusetts
$3.03B -$26.8M -315,156 -0.9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.96B +$510M +6,008,662 +23%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.72B +$66.7M +785,478 +4%
Bank of America
7
Bank of America
North Carolina
$1.47B +$309M +3,635,068 +29%
Artisan Partners
8
Artisan Partners
Wisconsin
$1.44B +$11.8M +139,544 +0.9%
Morgan Stanley
9
Morgan Stanley
New York
$1.34B +$166M +1,959,365 +15%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$1.14B -$118M -1,385,172 -10%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.11B +$60.5M +712,740 +6%
Norges Bank
12
Norges Bank
Norway
$1.08B -$66.6M -784,586 -6%
Ameriprise
13
Ameriprise
Minnesota
$1.03B -$62.3M -733,116 -6%
Wells Fargo
14
Wells Fargo
California
$831M -$9.74M -114,647 -1%
Northern Trust
15
Northern Trust
Illinois
$829M -$14.1M -166,074 -2%
Nuveen
16
Nuveen
North Carolina
$823M -$16.1M -189,164 -2%
Invesco
17
Invesco
Georgia
$683M -$65M -765,234 -9%
LSV Asset Management
18
LSV Asset Management
Illinois
$570M -$28.7M -337,750 -5%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$548M -$326K -3,841 -0.1%
Amundi
20
Amundi
France
$540M -$69.8M -822,466 -12%
Legal & General Group
21
Legal & General Group
United Kingdom
$522M -$43.9M -517,533 -8%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$450M -$14.6M -171,833 -3%
Harris Associates
23
Harris Associates
Illinois
$447M -$200M -2,359,380 -32%
Charles Schwab
24
Charles Schwab
California
$432M -$1.24M -14,567 -0.3%
Goldman Sachs
25
Goldman Sachs
New York
$429M -$29.2M -343,997 -7%

BNY Hedge Fund Activity: Q2 2025 in Review

1,555 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2025, worth a combined $54.5B — up 4.9% from $52B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new BNY positions and 96 closed out — a net gain of 74 holders — while 520 added to existing stakes and 586 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $510M. The largest seller was UBS AM, cutting an estimated $609M.

  • 1,555 institutional investors held Bank of New York Mellon (BNY) as of Q2 2025, up from 1,503 in Q1 2025.
  • Funds reported $54.5B of Bank of New York Mellon stock for Q2 2025, up 4.9% quarter-over-quarter.
  • 170 funds opened new Bank of New York Mellon positions in Q2 2025 and 96 closed out, a net change of +74 holders.
  • The largest Bank of New York Mellon buyer in Q2 2025 was Fidelity Investments, an estimated $510M added.
  • The largest Bank of New York Mellon seller in Q2 2025 was UBS AM, an estimated $609M sold.

Based on aggregated 13F filings for Q2 2025.