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LEO

BNY Mellon Strategic Municipals

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: 97100 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$253K +$11.9K +2,000 +5%
NWMP
52
Noble Wealth Management PBC
Colorado
$249K +$237K +39,776 New
LF
53
Lee Financial
Texas
$240K +$228K +38,206 New
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$225K -$1.7K -285 -0.8%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$224K +$1.63K +273 +0.8%
WCM
56
WealthBridge Capital Management
Ohio
$220K -$15.8K -2,650 -7%
FAG
57
Fortitude Advisory Group
Washington
$174K
NFG
58
Nations Financial Group
Iowa
$173K -$26.2K -4,400 -14%
MFG
59
Merit Financial Group
Georgia
$166K -$6.44K -1,080 -4%
SWM
60
Spire Wealth Management
Virginia
$156K
LCM
61
Landscape Capital Management
New Jersey
$151K
WS
62
Wedbush Securities
California
$140K
Jane Street
63
Jane Street
New York
$128K +$122K +20,439 New
MCM
64
MAI Capital Management
Ohio
$122K
Mariner
65
Mariner
Kansas
$122K +$1.41K +237 +1%
P
66
&Partners
Tennessee
$117K -$397K -66,559 -78%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$112K -$1.93K -323 -2%
MML Investors Services
68
MML Investors Services
Massachusetts
$109K +$14.7K +2,462 +16%
WA
69
WealthTrust Axiom
Pennsylvania
$93.8K -$11.9K -2,000 -12%
Osaic Holdings
70
Osaic Holdings
Arizona
$91.3K +$35.8K +6,008 +68%
Citadel Advisors
71
Citadel Advisors
Florida
$87.7K -$57.9K -9,717 -41%
CA
72
Cornerstone Advisory
Maryland
$86K -$206K -34,643 -72%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$84.7K +$4.13K +693 +5%
PFS
74
Prospera Financial Services
Texas
$84.4K +$465 +78 +0.6%
NA
75
NewEdge Advisors
Louisiana
$78.5K +$42 +7 +0.1%

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.