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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
Nomura Holdings
76
Nomura Holdings
Japan
$78.1K -$44.7K -7,500 -38%
CWS
77
Confluence Wealth Services
Pennsylvania
$78.1K
HCM
78
Hollencrest Capital Management
California
$75K
Truist Financial
79
Truist Financial
North Carolina
$70.4K +$3.4K +570 +5%
KPWS
80
Kestra Private Wealth Services
Texas
$69.4K
FPCP
81
Fort Point Capital Partners
California
$68.3K +$64.9K +10,885 New
UBS Group
82
UBS Group
Switzerland
$67.2K -$13.7K -2,297 -18%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$67K -$21.3K -3,576 -25%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$39K +$15.8K +2,654 +73%
FFA
85
Farther Finance Advisors
California
$37.9K
US Bancorp
86
US Bancorp
Minnesota
$34.4K -$60.1K -10,087 -65%
GRP
87
Global Retirement Partners
California
$31.3K
BTI
88
Blue Trust Inc
Georgia
$22.3K
EB
89
Eastern Bank
Massachusetts
$21.5K
KG
90
Kilter Group
New York
$12.8K +$12.2K +2,044 New
SPIA
91
Steward Partners Investment Advisory
New York
$9.38K
FIA
92
FNY Investment Advisers
New York
$6K +$5.96K +1,000 New
PWMG
93
Prestige Wealth Management Group
New Jersey
$5.96K
SIS
94
Sound Income Strategies
Florida
$4.38K +$4.17K +700 New
MWM
95
Mascoma Wealth Management
New Hampshire
$3.48K
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.91K +320 New
AAP
97
Arax Advisory Partners
Colorado
$1.87K +$1.78K +299 New
CFS
98
Compass Financial Services
Iowa
$1.39K -$107K -17,873 -99%
PC
99
Promus Capital
Illinois
$88
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$19 -$5.96K -1,000 -100%

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.