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LEO

BNY Mellon Strategic Municipals

97 hedge funds and large institutions have $152M invested in BNY Mellon Strategic Municipals in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

10% more funds holding

Funds holding: 8897 (+9)

3.12% more ownership

Funds ownership: 38.2%41.33% (+3.1%)

5% more capital invested

Capital invested by funds: $146M → $152M (+$6.57M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
97
Holders Change
+9
Holders Change %
+10.23%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
29
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.21M +$51.5K +8,810 +4%
AC
27
Almitas Capital
California
$1.16M +$297K +50,826 +35%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.16M
PAS
29
Park Avenue Securities
New York
$1.14M +$133K +22,711 +13%
Raymond James Financial
30
Raymond James Financial
Florida
$948K -$155K -26,557 -14%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$783K -$15.9K -2,723 -2%
CRC
32
Curi RMB Capital
Illinois
$740K +$731K +125,000 New
TCM
33
Traub Capital Management
Massachusetts
$728K +$720K +123,038 New
TCM
34
Thoma Capital Management
Maryland
$710K -$10.2K -1,735 -1%
Corient Private Wealth
35
Corient Private Wealth
Florida
$700K +$38K +6,500 +6%
LPL Financial
36
LPL Financial
California
$677K -$109K -18,600 -14%
CF
37
Centaurus Financial
California
$659K +$20.4K +3,490 +3%
Invesco
38
Invesco
Georgia
$561K +$555K +94,807 New
TJHA
39
Thomas J. Herzfeld Advisors
Florida
$520K +$96.6K +16,505 +23%
P
40
&Partners
Tennessee
$505K +$26.9K +4,593 +6%
Ameriprise
41
Ameriprise
Minnesota
$401K -$104K -17,745 -21%
HighTower Advisors
42
HighTower Advisors
Illinois
$389K -$38.8K -6,625 -9%
MWM
43
Melfa Wealth Management
Massachusetts
$357K
1WA
44
180 Wealth Advisors
Washington
$356K +$9.39K +1,605 +3%
Creative Planning
45
Creative Planning
Kansas
$355K +$5.63K +962 +2%
DWM
46
Daner Wealth Management
Georgia
$307K +$304K +51,900 New
N
47
Nuveen
North Carolina
$305K
CA
48
Cornerstone Advisory
Maryland
$287K +$51.3K +8,776 +22%
AGA
49
Arkos Global Advisors
Texas
$283K
ICMP
50
Integrated Capital Management (Pennsylvania)
Pennsylvania
$256K +$38.8K +6,630 +18%

LEO Hedge Fund Activity: Q2 2025 in Review

97 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q2 2025, worth a combined $152M — up 4.5% from $146M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LEO positions and 4 closed out — a net gain of 10 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $4.37M. The largest seller was Wells Fargo, cutting an estimated $1.91M.

  • 97 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q2 2025, up from 88 in Q1 2025.
  • Funds reported $152M of BNY Mellon Strategic Municipals stock for Q2 2025, up 4.5% quarter-over-quarter.
  • 14 funds opened new BNY Mellon Strategic Municipals positions in Q2 2025 and 4 closed out, a net change of +10 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q2 2025 was Pathstone Holdings, an estimated $4.37M added.
  • The largest BNY Mellon Strategic Municipals seller in Q2 2025 was Wells Fargo, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2025.