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BNY Mellon Strategic Municipals

102 hedge funds and large institutions have $181M invested in BNY Mellon Strategic Municipals in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $163M → $181M (+$17.7M)

2% more funds holding

Funds holding: 100102 (+2)

0.09% more ownership

Funds ownership: 44.51%44.59% (+0.09%)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
13
Increased
30
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
51
Nuveen
North Carolina
$328K
AGA
52
Arkos Global Advisors
Texas
$290K -$13.2K -2,100 -4%
ICMP
53
Integrated Capital Management (Pennsylvania)
Pennsylvania
$287K +$8.01K +1,276 +3%
Corient Private Wealth
54
Corient Private Wealth
Florida
$283K -$11.5K -1,825 -4%
NWMP
55
Noble Wealth Management PBC
Colorado
$246K -$6.78K -1,080 -3%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$229K +$803 +128 +0.4%
WCM
57
WealthBridge Capital Management
Ohio
$224K
Osaic Holdings
58
Osaic Holdings
Arizona
$193K +$97.8K +15,579 +105%
FAG
59
Fortitude Advisory Group
Washington
$177K
MFG
60
Merit Financial Group
Georgia
$172K +$2.47K +394 +1%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$170K -$86.4K -13,762 -34%
NPFS
62
Novak & Powell Financial Services
Florida
$169K +$167K +26,578 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$159K -$69K -11,000 -31%
SWM
64
Spire Wealth Management
Virginia
$158K
Nomura Holdings
65
Nomura Holdings
Japan
$155K +$74.5K +11,875 +95%
LCM
66
Landscape Capital Management
New Jersey
$154K
TCM
67
Thoma Capital Management
Maryland
$145K -$497K -79,214 -78%
WS
68
Wedbush Securities
California
$142K
NFG
69
Nations Financial Group
Iowa
$128K -$47.1K -7,500 -27%
MCM
70
MAI Capital Management
Ohio
$124K
Mariner
71
Mariner
Kansas
$121K -$2.87K -457 -2%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$116K +$1.3K +207 +1%
MML Investors Services
73
MML Investors Services
Massachusetts
$115K +$4.46K +711 +4%
SF
74
Summit Financial
New Jersey
$113K +$111K +17,705 New
EPW
75
Evolve Private Wealth
California
$95.6K +$94.3K +15,028 New