We are live on ! Find out more
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
AA
51
AQR Arbitrage
Connecticut
$251K -$932K -159,226 -79%
RIL
52
Rothschild Investment LLC
Illinois
$237K
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$228K
WCM
54
WealthBridge Capital Management
Ohio
$224K
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$215K -$351K -59,997 -62%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$210K +$2.1K +358 +1%
NFG
57
Nations Financial Group
Iowa
$190K
FAG
58
Fortitude Advisory Group
Washington
$165K
MFG
59
Merit Financial Group
Georgia
$164K +$9.14K +1,562 +6%
NPFS
60
Novak & Powell Financial Services
Florida
$154K +$152K +26,055 New
SWM
61
Spire Wealth Management
Virginia
$147K
LCM
62
Landscape Capital Management
New Jersey
$143K
Citadel Advisors
63
Citadel Advisors
Florida
$141K +$139K +23,753 New
WS
64
Wedbush Securities
California
$133K
Nomura Holdings
65
Nomura Holdings
Japan
$118K +$117K +20,000 New
MCM
66
MAI Capital Management
Ohio
$115K
Mariner
67
Mariner
Kansas
$114K +$6.65K +1,137 +6%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$108K +$26.1K +4,461 +32%
CFS
69
Compass Financial Services
Iowa
$107K -$66K -11,277 -38%
WA
70
WealthTrust Axiom
Pennsylvania
$101K -$11.7K -2,000 -11%
US Bancorp
71
US Bancorp
Minnesota
$92.3K
VF
72
Virtu Financial
New York
$89K -$119K -20,272 -57%
MML Investors Services
73
MML Investors Services
Massachusetts
$89K +$19.8K +3,384 +29%
AO
74
Advisor OS
Illinois
$85.9K +$84.9K +14,516 New
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$85.9K +$84.9K +14,516 New

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.