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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.28B +$71.7M +647,847 +0.9%
BlackRock
2
BlackRock
New York
$7.22B -$48.6M -439,062 -0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.84B -$164M -1,483,006 -4%
State Street
4
State Street
Massachusetts
$3.76B -$14.2M -128,607 -0.4%
Dodge & Cox
5
Dodge & Cox
California
$3B -$999M -9,031,705 -26%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.14B -$40.8M -368,424 -2%
Bank of America
7
Bank of America
North Carolina
$1.96B +$16.5M +149,353 +0.9%
Artisan Partners
8
Artisan Partners
Wisconsin
$1.71B -$63.8M -576,801 -4%
Ameriprise
9
Ameriprise
Minnesota
$1.67B +$112M +1,011,100 +8%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.65B +$99.1M +895,541 +7%
Norges Bank
11
Norges Bank
Norway
$1.4B +$1.33B +12,047,759 New
Morgan Stanley
12
Morgan Stanley
New York
$1.3B -$381M -3,440,848 -24%
First Eagle Investment Management
13
First Eagle Investment Management
New York
$1.13B -$61.9M -559,296 -5%
Wells Fargo
14
Wells Fargo
California
$1.04B -$4.54M -41,016 -0.5%
Northern Trust
15
Northern Trust
Illinois
$976M -$23.6M -213,579 -2%
Invesco
16
Invesco
Georgia
$892M +$64.1M +578,999 +8%
UBS AM
17
UBS AM
Illinois
$817M -$4M -36,161 -0.5%
Nuveen
18
Nuveen
North Carolina
$785M -$83.3M -752,807 -10%
Goldman Sachs
19
Goldman Sachs
New York
$740M -$46.2M -417,851 -6%
Legal & General Group
20
Legal & General Group
United Kingdom
$668M +$3.08M +27,843 +0.5%
Amundi
21
Amundi
France
$614M +$22.3M +201,289 +4%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$609M -$59.5M -537,647 -9%
LSV Asset Management
23
LSV Asset Management
Illinois
$574M -$80.4M -726,382 -13%
Charles Schwab
24
Charles Schwab
California
$534M -$4.12M -37,236 -0.8%
First Trust Advisors
25
First Trust Advisors
Illinois
$510M -$9.87M -89,222 -2%

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.