Hedge Funds Show Mixed Sentiment Towards Bank of New York Mellon
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 03 2025
0mins
Should l Buy BK?
Source: 4
Bank of New York Mellon Corp (BK) has seen a price decline of 3.61%, hitting a 20-day low amid broader market weakness, with the Nasdaq-100 down 1.21% and the S&P 500 down 0.66%.
Recent 13F filings reveal that while 6 hedge funds increased their positions in BK, 7 funds decreased their holdings, indicating a divergence in market sentiment that could lead to future stock price volatility. The total holdings of hedge funds in BK rose to over 156 million shares, reflecting a 15.56% increase, suggesting some level of bullish sentiment despite the mixed actions.
This mixed sentiment among hedge funds may contribute to BK's current price volatility, as investors weigh the implications of these changes against the backdrop of a declining market.
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Analyst Views on BK
Wall Street analysts forecast BK stock price to rise
11 Analyst Rating
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 117.740
Low
119.00
Averages
135.55
High
145.00
Current: 117.740
Low
119.00
Averages
135.55
High
145.00
About BK
The Bank of New York Mellon Corporation is a global financial services company. The Company’s business segment includes Securities Services, Market and Wealth Services and Investment and Wealth Management. The Securities Services business segment consists of Asset Servicing and Issuer Services, which provide business solutions across the transaction life cycle to its global asset owner and asset manager clients. The Market and Wealth Services business segment consists of three lines of business, Pershing, Treasury Services and Clearance and Collateral Management, which provide business services and technology solutions. Its Investment and Wealth Management business segment deliver a diversified portfolio of investment strategies independently, and through its global distribution network, to institutional and retail clients globally. It provides investment management, custody, wealth and estate planning, private banking services, investment servicing and information management.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
BNY Mellon Investment Adviser Announces Portfolio Management Changes
- Portfolio Management Changes: BNY Mellon Investment Adviser announced that effective February 17, 2026, Daniel Rabasco will no longer serve as a portfolio manager for the BNY Mellon Strategic Municipal Bond Fund, which may impact the stability of fund management.
- New Appointments: Thomas Casey has been appointed as a portfolio manager for both the BNY Mellon Strategic Municipal Bond Fund and BNY Mellon Strategic Municipals, while continuing to manage the BNY Mellon Municipal Bond Infrastructure Fund, indicating the firm's focus on tax-sensitive strategies.
- Asset Management Scale: As of December 31, 2025, BNY Investments manages $2.2 trillion in assets, and this personnel change could influence the execution of its investment strategies given its position as one of the world's largest asset managers.
- Historical Context: Established in 1784, BNY is America's oldest bank with $59.3 trillion in assets under custody and/or administration, continuously driving the development of global capital markets, underscoring its significant role in the industry.
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- Market Competitive Advantage: Morfit noted that BlackRock can reshape its image as merely an ETF manager through the Aladdin platform, leveraging technology integration to improve management efficiency and strengthen its competitive position against Vanguard, thereby solidifying its market presence.
- Industry Efficiency Issues: While Morfit acknowledged that his investment thesis might seem 'strange,' he emphasized the significant inefficiencies within the sector, creating a pressing need for a company to organize and streamline technology, with BlackRock's strengths in data and software positioning it well to address this need.
- Analyst Optimism: Despite BlackRock's shares dropping over 3% in February, most analysts maintain buy ratings, with expectations for the stock to rise over 23% in the next year, reflecting confidence in its long-term growth potential.
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- Transparency and Security: USD Coin is backed 1:1 by U.S. dollars and short-term Treasuries, with regular independent audit reports ensuring its transparency and security, whereas Ripple USD relies on the reputation of multiple issuing gateways, introducing certain risks.
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In-Depth Analysis of BK Holdings Changes
- Overview of Holdings Changes: As of December 31, 2025, 15 hedge funds held Bank of New York Mellon (BK), with 6 funds increasing their positions from Q3 to Q4 2025, indicating relative confidence in the stock.
- Position Increases and Decreases: In this latest batch of 13F filings, 7 funds decreased their holdings in BK, suggesting a divergence in market sentiment that could impact future stock price volatility.
- Aggregate Holdings Growth: Hedge funds' total holdings of BK reached 156,209,346 shares as of December 31, 2025, up from 135,181,694 shares on September 30, 2025, reflecting an increase of 21,027,652 shares or approximately 15.56%, indicating overall bullish sentiment.
- Investor Focus: While 13F filings only reflect long positions, analyzing aggregate changes can provide valuable investment insights, especially as hedge fund strategies may influence market sentiment.
See More
BNY Mellon Investment Adviser Announces Portfolio Management Changes
- Portfolio Management Changes: BNY Mellon Investment Adviser announced that effective February 17, 2026, Daniel Rabasco will no longer serve as a portfolio manager for the BNY Mellon Strategic Municipal Bond Fund, which may impact the stability of fund management.
- New Appointments: Thomas Casey has been appointed as a portfolio manager for both the BNY Mellon Strategic Municipal Bond Fund and BNY Mellon Strategic Municipals, while continuing to manage the BNY Mellon Municipal Bond Infrastructure Fund, indicating the firm's focus on tax-sensitive strategies.
- Asset Management Scale: As of December 31, 2025, BNY Investments manages $2.2 trillion in assets, and this personnel change could influence the execution of its investment strategies given its position as one of the world's largest asset managers.
- Historical Context: Established in 1784, BNY is America's oldest bank with $59.3 trillion in assets under custody and/or administration, continuously driving the development of global capital markets, underscoring its significant role in the industry.
See More
ValueAct's Mason Morfit Invests in BlackRock, Sees Potential in Investment Management Software
- Investment Management Software Potential: Mason Morfit of ValueAct disclosed his stake in BlackRock, highlighting the Aladdin platform's ability to automate investment decisions, which could significantly enhance portfolio management efficiency, reduce costs, and accelerate processes, showcasing its technological edge in investment management.
- Market Competitive Advantage: Morfit noted that BlackRock can reshape its image as merely an ETF manager through the Aladdin platform, leveraging technology integration to improve management efficiency and strengthen its competitive position against Vanguard, thereby solidifying its market presence.
- Industry Efficiency Issues: While Morfit acknowledged that his investment thesis might seem 'strange,' he emphasized the significant inefficiencies within the sector, creating a pressing need for a company to organize and streamline technology, with BlackRock's strengths in data and software positioning it well to address this need.
- Analyst Optimism: Despite BlackRock's shares dropping over 3% in February, most analysts maintain buy ratings, with expectations for the stock to rise over 23% in the next year, reflecting confidence in its long-term growth potential.
See More
BNY Mellon Investment Adviser, Inc. Reveals Changes in Portfolio Management for Municipal Bond Closed-End Funds
Announcement of Changes: BNY Mellon Investment Adviser, Inc. has announced changes in the management of its municipal bond closed-end funds.
Impact on Investors: These changes may affect the investment strategies and performance of the funds, potentially influencing investor decisions.
See More
Cathie Wood Joins LayerZero Advisory Board to Drive On-Chain Finance
- New Advisory Opportunity: Ark Invest CEO Cathie Wood announced her appointment to the LayerZero advisory board, marking her first advisory role in a long time, indicating her strong belief in the shift towards on-chain finance.
- Importance of Cross-Chain Protocol: Wood emphasized LayerZero's critical role in enabling cross-chain asset and data transfers, asserting that the platform will be a core innovation driver for the next decade, showcasing her high regard for blockchain technology.
- Strategic Investment by Tether: Tether recognizes LayerZero's importance in facilitating USDT's cross-chain liquidity, reflecting market trust and support for the protocol, which may further enhance its application in the stablecoin sector.
- Asset Bridging Achievements: LayerZero successfully bridged over $8 billion in assets in the past month, demonstrating its significant impact within the blockchain ecosystem and solidifying its market position as a leading cross-chain solution.
See More
Stablecoin Market Analysis: Comparing USDC and RLUSD
- Market Value Comparison: USD Coin boasts a market cap of $73.3 billion, making it the second-largest stablecoin globally, while Ripple USD's market cap is only $1.5 billion, ranking ninth, highlighting significant differences in market acceptance and investor confidence between the two.
- Transparency and Security: USD Coin is backed 1:1 by U.S. dollars and short-term Treasuries, with regular independent audit reports ensuring its transparency and security, whereas Ripple USD relies on the reputation of multiple issuing gateways, introducing certain risks.
- Investor Preference: For most conservative investors, USD Coin is viewed as the superior choice due to its straightforward structure and independence from individual issuers, while Ripple USD's decentralized, trust-based model, although innovative, may lead to less stability.
- Use Cases and Yields: The rapid cross-border transfer capabilities and yields exceeding traditional bank savings make stablecoins particularly valuable in hyperinflationary countries, with both USD Coin and Ripple USD catering to different investor needs, especially for privacy-conscious users.
See More
In-Depth Analysis of BK Holdings Changes
- Overview of Holdings Changes: As of December 31, 2025, 15 hedge funds held Bank of New York Mellon (BK), with 6 funds increasing their positions from Q3 to Q4 2025, indicating relative confidence in the stock.
- Position Increases and Decreases: In this latest batch of 13F filings, 7 funds decreased their holdings in BK, suggesting a divergence in market sentiment that could impact future stock price volatility.
- Aggregate Holdings Growth: Hedge funds' total holdings of BK reached 156,209,346 shares as of December 31, 2025, up from 135,181,694 shares on September 30, 2025, reflecting an increase of 21,027,652 shares or approximately 15.56%, indicating overall bullish sentiment.
- Investor Focus: While 13F filings only reflect long positions, analyzing aggregate changes can provide valuable investment insights, especially as hedge fund strategies may influence market sentiment.
See More
