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BNY

Bank of New York Mellon

1,644 hedge funds and large institutions have $63.9B invested in Bank of New York Mellon in 2025 Q3 according to their latest regulatory filings, with 207 funds opening new positions, 575 increasing their positions, 593 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 97

29% more funds holding in top 10

Funds holding in top 10: 2431 (+7)

17% more capital invested

Capital invested by funds: $54.5B → $63.9B (+$9.35B)

10% more call options, than puts

Call options by funds: $358M | Put options by funds: $325M

6% more funds holding

Funds holding: 1,5551,644 (+89)

0.44% less ownership

Funds ownership: 83.63%83.19% (-0.44%)

3% less repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 593

Holders
1,644
Holders Change
+89
Holders Change %
+5.72%
% of All Funds
21.54%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.41%
New
207
Increased
575
Reduced
593
Closed
97
Calls
$358M
Puts
$325M
Net Calls
+$33.3M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.7B -$42.8M -420,111 -0.6%
BlackRock
2
BlackRock
New York
$6.82B -$140M -1,375,481 -2%
Dodge & Cox
3
Dodge & Cox
California
$3.8B -$283M -2,776,430 -7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.77B +$213M +2,090,088 +6%
State Street
5
State Street
Massachusetts
$3.54B -$73.6M -721,347 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.05B -$6.49M -63,671 -0.3%
Bank of America
7
Bank of America
North Carolina
$1.82B +$62.9M +617,167 +4%
Artisan Partners
8
Artisan Partners
Wisconsin
$1.67B -$47.6M -466,879 -3%
Morgan Stanley
9
Morgan Stanley
New York
$1.59B -$6.68M -65,506 -0.4%
Ameriprise
10
Ameriprise
Minnesota
$1.45B +$208M +2,034,781 +18%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.45B +$111M +1,089,048 +9%
First Eagle Investment Management
12
First Eagle Investment Management
New York
$1.12B -$229M -2,247,431 -18%
Wells Fargo
13
Wells Fargo
California
$985M -$8.47M -83,068 -0.9%
Northern Trust
14
Northern Trust
Illinois
$939M -$48.4M -474,907 -5%
Nuveen
15
Nuveen
North Carolina
$819M -$155M -1,518,607 -17%
Invesco
16
Invesco
Georgia
$774M -$40.5M -397,512 -5%
UBS AM
17
UBS AM
Illinois
$771M +$624M +6,119,749 +639%
Goldman Sachs
18
Goldman Sachs
New York
$740M +$213M +2,085,371 +44%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$630M -$23.7M -232,155 -4%
Legal & General Group
20
Legal & General Group
United Kingdom
$624M -$76.4K -749 -0%
LSV Asset Management
21
LSV Asset Management
Illinois
$618M -$60.2M -590,063 -9%
Amundi
22
Amundi
France
$542M -$79.1M -776,059 -13%
Charles Schwab
23
Charles Schwab
California
$505M -$10.2M -100,464 -2%
First Trust Advisors
24
First Trust Advisors
Illinois
$489M +$6.73M +66,010 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$457M +$17.8M +174,604 +4%

BNY Hedge Fund Activity: Q3 2025 in Review

1,644 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2025, worth a combined $63.9B — up 17% from $54.5B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new BNY positions and 97 closed out — a net gain of 110 holders — while 575 added to existing stakes and 593 trimmed.

The largest buyer was UBS AM, adding an estimated $624M. The largest seller was Dodge & Cox, cutting an estimated $283M.

  • 1,644 institutional investors held Bank of New York Mellon (BNY) as of Q3 2025, up from 1,555 in Q2 2025.
  • Funds reported $63.9B of Bank of New York Mellon stock for Q3 2025, up 17% quarter-over-quarter.
  • 207 funds opened new Bank of New York Mellon positions in Q3 2025 and 97 closed out, a net change of +110 holders.
  • The largest Bank of New York Mellon buyer in Q3 2025 was UBS AM, an estimated $624M added.
  • The largest Bank of New York Mellon seller in Q3 2025 was Dodge & Cox, an estimated $283M sold.

Based on aggregated 13F filings for Q3 2025.