Bank of New York Mellon Corp. (BK) — Hedge Fund Ownership Q4 2025
BK
- Bank of New York Mellon Corp. (BK) is held by 9 of 81 tracked hedge funds, with Matrix Asset Advisors (3%) and First Eagle Investment Management (2%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- The biggest decreases in BK holdings came from Dodge & Cox (-26%) and First Eagle Investment Management (-5%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to Bank of New York Mellon Corp. (BK) by -21% vs the prior quarter and -41% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Matrix Asset Advisors David Katz
|
2.73% | 261K | -2.67% | -46.57% | $30.3M | $116.09 | — |
| 2 |
First Eagle Investment Management
|
1.99% | 9.7M | -5.43% | -30.51% | $1.13B | $116.09 | — |
| 3 |
Dodge & Cox
|
1.62% | 25.8M | -25.92% | -42.26% | $3.00B | $116.09 | — |
| 4 |
Third Avenue Management
|
1.19% | 127K | -8.38% | -18.80% | $14.8M | $116.09 | — |
| 5 |
Tweedy, Browne Tweedy, Browne Co LLC
|
1.19% | 127K | -8.38% | -18.80% | $14.8M | $116.09 | — |
| 6 |
Yacktman Asset Management Donald Yacktman
|
0.59% | 366K | -7.35% | -69.86% | $42.5M | $116.09 | — |
| 7 |
Davis Selected Advisers Christopher Davis
|
0.27% | 522K | -48.38% | -75.59% | $60.6M | $116.09 | — |
| 8 |
Markel Group Tom Gayner
|
0.11% | 122K | — | — | $14.1M | $116.09 | — |
| 9 |
Mairs & Power
|
0.01% | 6K | — | — | $683,538 | $116.09 | — |
| 9 | Total | — | 37.1M | -21.47% | -41.14% | $4.31B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.