LEO

BNY Mellon Strategic Municipals

101 hedge funds and large institutions have $179M invested in BNY Mellon Strategic Municipals in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.51% less ownership

Funds ownership: 44.51%44% (-0.51%)

Holders
101
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
WealthTrust Axiom
Pennsylvania
$82.7K
NA
77
NewEdge Advisors
Louisiana
$79.9K
CWS
78
Confluence Wealth Services
Pennsylvania
$79.5K
BF
79
BOK Financial
Oklahoma
$78.2K
Citadel Advisors
80
Citadel Advisors
Florida
$77.5K
HCM
81
Hollencrest Capital Management
California
$76.3K
Truist Financial
82
Truist Financial
North Carolina
$71.6K
FPCP
83
Fort Point Capital Partners
California
$70.2K
FFA
84
Farther Finance Advisors
California
$38.6K
UBS Group
85
UBS Group
Switzerland
$38.1K
US Bancorp
86
US Bancorp
Minnesota
$35K
GRP
87
Global Retirement Partners
California
$31.8K
GWM
88
Gilpin Wealth Management
Colorado
$28.6K
CAL
89
Capital Analysts LLC
Pennsylvania
$26K
KAS
90
Kestra Advisory Services
Texas
$23.5K
BTI
91
Blue Trust Inc
Georgia
$22.7K
EB
92
Eastern Bank
Massachusetts
$21.9K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$17K
KG
94
Kilter Group
New York
$13.2K
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$7.63K
PWMG
96
Prestige Wealth Management Group
New Jersey
$6.04K
SPIA
97
Steward Partners Investment Advisory
New York
$4.77K
SIS
98
Sound Income Strategies
Florida
$4.51K
AAP
99
Arax Advisory Partners
Colorado
$1.9K
CFS
100
Compass Financial Services
Iowa
$1.44K