Who Owns BNY Mellon Strategic Municipal Bond Fund, Inc. (DSM)?Hedge Fund & Institutional Holders

$5.99-0.04 (-0.75%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.195700070000005e+272T

% of Float Held

QoQ Change in Holders

+11 / -7

Price History

$5.37$5.61$5.85$6.09$6.33Aug 24Jun 25Mar 26

DSM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ROBINSON CAPITAL MANAGEMENT, LLCNew Position+587K+$3.6B
Hennion & Walsh Asset Management, Inc.New Position+389K+$2.4B
Capital Investment Advisors, LLCNew Position+262K+$1.6B
Saba Capital Management, L.P.Increased+27K+$1.5B
GUGGENHEIM CAPITAL LLCIncreased+278K+$1.3B
PFS Partners, LLCNew Position+91K+$560.0M
Opal Wealth Advisors, LLCNew Position+81K+$499.0M
RIVERBRIDGE PARTNERS LLCIncreased+73K+$490.7M
MELFA WEALTH MANAGEMENT, INC.New Position+44K+$272.0M
Geneos Wealth Management Inc.New Position+43K+$264.0M
Fortitude Advisory Group L.L.C.New Position+39K+$239.0M
Traub Capital Management LLCNew Position+38K+$233.0M
Catalina Capital Group, LLCNew Position+37K+$225.0M
Novak & Powell Financial Services, Inc.New Position+18K+$111.0M
Thomas J. Herzfeld Advisors, Inc.Increased+3K+$99.6M

DSM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Karpus Management, Inc.Closed Position-860K-$5.1B
LPL Financial LLCDecreased-68K-$3.9B
RIVERNORTH CAPITAL MANAGEMENT, LLCDecreased-401K-$2.2B
WHITEBOX ADVISORS LLCClosed Position-335K-$2.0B
STIFEL FINANCIAL CORPDecreased-7K-$398.0M
RAYMOND JAMES FINANCIAL INCDecreased-2K-$291.7M
Integrated Wealth Concepts LLCClosed Position-37K-$221.1M
OSAIC HOLDINGS, INC.Decreased-5K-$172.6M
Modern Wealth Management, LLCClosed Position-24K-$139.7M
Advisor OS, LLCClosed Position-16K-$96.7M
CITADEL ADVISORS LLCClosed Position-15K-$87.9M
NOMURA HOLDINGS INCClosed Position-13K-$74.0M
Mariner, LLCDecreased-341-$72.2M
Pathstone Holdings, LLCDecreased-261K-$1.1M
MORGAN STANLEYDecreased-68K-$543K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Saba Capital Management, L.P.5,179,441$32.0B0.95%Share
2GUGGENHEIM CAPITAL LLC1,238,698$7.0B50.13%Share
3RIVERNORTH CAPITAL MANAGEMENT, LLC835,592$5.2B0.24%Share
4ROBINSON CAPITAL MANAGEMENT, LLC587,374$3.6B1.47%Share
5Hennion & Walsh Asset Management, Inc.388,511$2.4B0.08%Share
6Thomas J. Herzfeld Advisors, Inc.341,091$2.1B0.71%Share
7WELLS FARGO & COMPANY/MN349,363$2.0B0.36%Share
8Advisors Asset Management, Inc.330,711$2.0B33.58%Share
9Capital Investment Advisors, LLC261,588$1.6B24.57%Share
10RIVERBRIDGE PARTNERS LLC237,540$1.5B27.46%Share
11CAPSTONE INVESTMENT ADVISORS, LLC187,555$1.0B1.96%Share
121607 Capital Partners, LLC159,401$983.0M0.07%Share
13UBS Group AG111,285$686.0M0.11%Share
14Invesco Ltd.103,417$638.0M0.10%Share
15Bridgewater Advisors Inc.92,770$561.0M0.04%Share
16PFS Partners, LLC90,790$560.0M0.26%Share
17Opal Wealth Advisors, LLC81,005$499.0M0.13%Share
18Palogic Value Management, L.P.54,030$333.0M0.14%Share
19Gridiron Partners, LLC48,891$301.0M0.17%Share
20MELFA WEALTH MANAGEMENT, INC.44,111$272.0M0.16%Share
21Geneos Wealth Management Inc.42,860$264.0M0.01%Share
22Fortitude Advisory Group L.L.C.38,762$239.0M0.10%Share
23INTEGRATED CAPITAL MANAGEMENT, INC.38,573$237.0M0.16%Share
24Camelot Portfolios, LLC38,173$235.0M0.14%Share
25Traub Capital Management LLC37,810$233.0M0.22%Share
26Catalina Capital Group, LLC36,500$225.0M0.14%Share
27Ranch Capital Advisors Inc.29,156$179.0M0.07%Share
28Novak & Powell Financial Services, Inc.18,030$111.0M0.06%Share
29CJM Wealth Advisers, Ltd.15,443$95.0M0.03%Share
30Realta Investment Advisors15,247$94.0M0.03%Share
31BOKF, NA12,831$79.0M1.21%Share
32Everstar Asset Management, LLC12,100$74.0M0.04%Share
33SIGNATURE ESTATE & INVESTMENT ADVISORS LLC12,057$74.0M0.00%Share
34Plan A Wealth LLC10,500$64.0M0.03%Share
35SMITH, MOORE & CO.10,000$61.0M0.00%Share
36Root Financial Partners, LLC8,188$50.0M0.00%Share
37Smallwood Wealth Investment Management, LLC6,460$39.0M0.02%Share
38EASTERN BANK5,003$30.0M0.52%Share
39Bulldog Investors, LLP3,308,091$20.4M4.55%Share
40Pathstone Holdings, LLC3,277,025$20.0M0.08%Share
41Kilter Group LLC2,129$12.0M0.01%Share
42SIT INVESTMENT ASSOCIATES INC1,862,381$11.0M0.22%Share
43UBS Group AG1,508$9.0M0.00%Share
44Prestige Wealth Management Group LLC1,447$8.0M0.00%Share
45Almitas Capital LLC926,301$5.7M1.26%Share
46LPL Financial LLC583,166$3.0M0.00%Share
47VAN ECK ASSOCIATES CORP369,531$2.0M0.00%Share
48MORGAN STANLEY361,571$2.0M0.00%Share
49PARK AVENUE SECURITIES LLC173,085$1.1M0.01%Share
50LORD, ABBETT & CO. LLC200,000$1.0M0.00%Share

DSM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202583$67.6B+26
Q3 202557$70.3B-25
Q2 202582$73.6B-10
Q1 202592$110.6B+2
Q4 202490$320.1B+23
Q3 202467$6.7T+2
Q2 202465$1.3T+5
Q1 202460$1.3T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold DSM (BNY Mellon Strategic Municipal Bond Fund, Inc.). The largest holder is Saba Capital Management, L.P. with $32.0B in shares. This quarter, 11 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own DSM?

As of Q4 2025, 50 institutional investors report holding DSM (BNY Mellon Strategic Municipal Bond Fund, Inc.) in their 13F filings.

Who is the largest institutional holder of DSM?

The largest institutional holder of DSM is Saba Capital Management, L.P. with $32.0B in shares.

Is institutional ownership of DSM increasing or decreasing?

This quarter, 11 institutions opened new positions in DSM and 7 closed their positions.