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LEO

BNY Mellon Strategic Municipals
LEO

100 hedge funds and large institutions have $163M invested in BNY Mellon Strategic Municipals in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $152M → $163M (+$10.9M)

3.18% more ownership

Funds ownership: 41.33% → 44.51% (+3.2%)

3% more funds holding

Funds holding: 97 → 100 (+3)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
30
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GP
Gridiron Partners
Pennsylvania
+$9.48M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$4.31M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.97M
4
GC
Guggenheim Capital
Illinois
+$1.66M
5
AAM
Advisors Asset Management
Colorado
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$3.24M
2
LSC
Logan Stone Capital
Illinois
-$2.01M
3
Wells Fargo
Wells Fargo
California
-$1.42M
4
RCM
Rivernorth Capital Management
Florida
-$819K
5
Corient Private Wealth
Corient Private Wealth
Florida
-$429K
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
26
1607 Capital Partners
Virginia
$1.29M – – –
AC
27
Almitas Capital
California
$1.23M +$7.49K +1,256 +0.6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.23M +$3.24K +543 +0.3%
PAS
29
Park Avenue Securities
New York
$1.21M +$9.19K +1,541 +0.8%
Bank of America
30
Bank of America
North Carolina
$1.2M -$75.3K -12,631 -6%
LPL Financial
31
LPL Financial
California
$1.02M +$291K +48,810 +43%
Raymond James Financial
32
Raymond James Financial
Florida
$959K -$39.9K -6,695 -4%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$799K -$26.1K -4,381 -3%
CRC
34
Curi RMB Capital
Illinois
$781K – – –
TCM
35
Traub Capital Management
Massachusetts
$744K -$23.8K -4,000 -3%
CF
36
Centaurus Financial
California
$640K -$52.6K -8,825 -8%
TCM
37
Thoma Capital Management
Maryland
$638K -$106K -17,811 -15%
Invesco
38
Invesco
Georgia
$630K +$35.8K +6,000 +6%
TJHA
39
Thomas J. Herzfeld Advisors
Florida
$585K +$34.6K +5,810 +7%
1WA
40
180 Wealth Advisors
Washington
$406K +$29.2K +4,904 +8%
HighTower Advisors
41
HighTower Advisors
Illinois
$396K -$14.4K -2,413 -4%
Ameriprise
42
Ameriprise
Minnesota
$394K -$28.4K -4,763 -7%
MWM
43
Melfa Wealth Management
Massachusetts
$377K – – –
Creative Planning
44
Creative Planning
Kansas
$348K -$25.2K -4,234 -7%
DWM
45
Daner Wealth Management
Georgia
$323K – – –
N
46
Nuveen
North Carolina
$322K – – –
AGA
47
Arkos Global Advisors
Texas
$298K – – –
Corient Private Wealth
48
Corient Private Wealth
Florida
$290K -$429K -71,935 -61%
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$274K +$3.36K +564 +1%
WJWM
50
Williams Jones Wealth Management
New York
$269K +$257K +43,037 New
1
2
3 4 5

LEO Hedge Fund Activity: Q3 2025 in Review

100 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q3 2025, worth a combined $163M — up 7.2% from $152M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LEO positions and 7 closed out — a net gain of 4 holders — while 30 added to existing stakes and 32 trimmed.

The largest buyer was Gridiron Partners, adding an estimated $9.48M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $3.24M.

  • 100 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q3 2025, up from 97 in Q2 2025.
  • Funds reported $163M of BNY Mellon Strategic Municipals stock for Q3 2025, up 7.2% quarter-over-quarter.
  • 11 funds opened new BNY Mellon Strategic Municipals positions in Q3 2025 and 7 closed out, a net change of +4 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q3 2025 was Gridiron Partners, an estimated $9.48M added.
  • The largest BNY Mellon Strategic Municipals seller in Q3 2025 was Hennion & Walsh Asset Management, an estimated $3.24M sold.

Based on aggregated 13F filings for Q3 2025.