Who Owns BNY Mellon Strategic Municipals, Inc. (LEO)?Hedge Fund & Institutional Holders

$6.25-0.05 (-0.79%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.8648000139600005e+282T

% of Float Held

QoQ Change in Holders

+8 / -5

Price History

$5.64$5.88$6.13$6.37$6.61Jul 24Jun 25Mar 26

LEO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ROBINSON CAPITAL MANAGEMENT, LLCNew Position+847K+$5.4B
Saba Capital Management, L.P.Increased+378K+$3.0B
GUGGENHEIM CAPITAL LLCIncreased+581K+$3.0B
Hennion & Walsh Asset Management, Inc.New Position+394K+$2.5B
Capital Investment Advisors, LLCNew Position+389K+$2.5B
Advisors Asset Management, Inc.Increased+292K+$1.7B
BANK OF AMERICA CORP /DE/Increased+14K+$998.8M
RIVERNORTH CAPITAL MANAGEMENT, LLCIncreased+120K+$990.3M
Traub Capital Management LLCNew Position+119K+$757.0M
Matisse CapitalNew Position+118K+$750.0M
RIVERBRIDGE PARTNERS LLCIncreased+93K+$613.2M
Invesco Ltd.Increased+88K+$567.0M
MELFA WEALTH MANAGEMENT, INC.New Position+60K+$383.0M
Daner Wealth Management, LLCNew Position+52K+$337.0M
Fortitude Advisory Group L.L.C.New Position+28K+$177.0M

LEO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Verition Fund Management LLCDecreased-460K-$4.2B
Logan Stone Capital, LLCDecreased-647K-$4.0B
TORONTO DOMINION BANKClosed Position-394K-$2.5B
Thoma Capital Management LLCDecreased-219K-$1.3B
WELLS FARGO & COMPANY/MNDecreased-29K-$1.2B
Curi Capital, LLCClosed Position-125K-$781.3M
HighTower Advisors, LLCDecreased-11K-$396.0M
AMERIPRISE FINANCIAL INCDecreased-6K-$393.8M
Williams Jones Wealth Management, LLC.Closed Position-43K-$269.0M
ROYAL BANK OF CANADADecreased-14K-$253.0M
Rockefeller Capital Management L.P.Decreased-11K-$225.0M
Mariner, LLCDecreased-457-$121.5M
CITADEL ADVISORS LLCDecreased-2K-$87.7M
Cornerstone Advisory, LLCClosed Position-14K-$86.0M
Prospera Financial Services IncClosed Position-14K-$84.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Saba Capital Management, L.P.6,076,820$38.6B1.15%Share
2RIVERNORTH CAPITAL MANAGEMENT, LLC2,195,115$14.0B0.66%Share
3GUGGENHEIM CAPITAL LLC1,545,013$9.0B64.45%Share
4Advisors Asset Management, Inc.986,207$6.0B100.74%Share
5ROBINSON CAPITAL MANAGEMENT, LLC846,916$5.4B2.20%Share
6WELLS FARGO & COMPANY/MN726,527$4.0B0.73%Share
7Gridiron Partners, LLC409,774$2.6B1.48%Share
8Hennion & Walsh Asset Management, Inc.393,680$2.5B0.09%Share
9Capital Investment Advisors, LLC389,123$2.5B37.68%Share
10RIVERBRIDGE PARTNERS LLC321,817$2.0B38.36%Share
11CAPSTONE INVESTMENT ADVISORS, LLC379,865$2.0B3.91%Share
12WHITEBOX ADVISORS LLC305,421$1.9B27.56%Share
13CITY OF LONDON INVESTMENT MANAGEMENT CO LTD270,829$1.7B0.13%Share
141607 Capital Partners, LLC206,145$1.3B0.09%Share
15Invesco Ltd.188,345$1.2B0.18%Share
16BANK OF AMERICA CORP /DE/205,697$1.0B0.07%Share
17WELLS FARGO & COMPANY/MN229,520$1.0B0.18%Share
18Traub Capital Management LLC119,038$757.0M0.73%Share
19Matisse Capital117,935$750.0M0.33%Share
20Thomas J. Herzfeld Advisors, Inc.94,265$599.0M0.20%Share
21Logan Stone Capital, LLC66,020$419.0M0.10%Share
22MELFA WEALTH MANAGEMENT, INC.60,298$383.0M0.22%Share
23Daner Wealth Management, LLC51,900$337.0M0.21%Share
24INTEGRATED CAPITAL MANAGEMENT, INC.45,145$287.0M0.19%Share
25WealthBridge Capital Management, LLC35,257$224.0M0.05%Share
26Fortitude Advisory Group L.L.C.27,876$177.0M0.08%Share
27Novak & Powell Financial Services, Inc.26,578$169.0M0.09%Share
28Spire Wealth Management24,908$158.0M0.01%Share
29Thoma Capital Management LLC22,857$145.0M0.08%Share
30LANDSCAPE CAPITAL MANAGEMENT, L.L.C.14,251$90.0M0.01%Share
31WealthTrust Axiom LLC13,000$82.0M0.02%Share
32Confluence Wealth Services, Inc.12,500$79.0M0.00%Share
33BOKF, NA12,295$78.0M1.19%Share
34Fort Point Capital Partners LLC10,885$70.0M0.01%Share
35Farther Finance Advisors, LLC6,062$38.0M0.41%Share
36LANDSCAPE CAPITAL MANAGEMENT, L.L.C.5,672$36.0M0.00%Share
37US BANCORP \DE\5,500$34.0M0.04%Share
38UBS Group AG4,574$29.0M0.00%Share
39LANDSCAPE CAPITAL MANAGEMENT, L.L.C.4,251$27.0M0.00%Share
40Pathstone Holdings, LLC3,763,690$23.0M0.09%Share
41Blue Trust, Inc.3,569$22.0M0.25%Share
42EASTERN BANK3,443$21.0M0.36%Share
43Kilter Group LLC2,074$13.0M0.01%Share
44Kilter Group LLC2,044$12.0M0.01%Share
45Bulldog Investors, LLP1,480,512$9.4M2.10%Share
46UBS Group AG1,415$8.0M0.00%Share
47SIT INVESTMENT ASSOCIATES INC1,104,133$7.0M0.14%Share
48Prestige Wealth Management Group LLC950$6.0M0.00%Share
49Sound Income Strategies, LLC700$4.0M0.00%Share
50Allspring Global Investments Holdings, LLC487,296$3.1M0.01%Share

LEO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025100$101.9B+30
Q3 202570$97.5B-18
Q2 202588$99.6B+0
Q1 202588$114.2B-5
Q4 202493$307.9B+32
Q3 202461$3.9T+2
Q2 202459$2.8T+4
Q1 202455$189.4T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold LEO (BNY Mellon Strategic Municipals, Inc.). The largest holder is Saba Capital Management, L.P. with $38.6B in shares. This quarter, 8 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own LEO?

As of Q4 2025, 50 institutional investors report holding LEO (BNY Mellon Strategic Municipals, Inc.) in their 13F filings.

Who is the largest institutional holder of LEO?

The largest institutional holder of LEO is Saba Capital Management, L.P. with $38.6B in shares.

Is institutional ownership of LEO increasing or decreasing?

This quarter, 8 institutions opened new positions in LEO and 5 closed their positions.