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Bank of New York Mellon

1,731 hedge funds and large institutions have $68.3B invested in Bank of New York Mellon in 2025 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 613 increasing their positions, 593 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.32% more ownership

Funds ownership: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 593

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,731
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$467M
Puts
$463M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$190M
3 +$113M
4
Ameriprise
Ameriprise
Minnesota
+$112M
5
JP Morgan Chase
JP Morgan Chase
New York
+$99.1M

Top Sellers

1 -$999M
2 -$381M
3 -$374M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
5
Squarepoint
Squarepoint
New York
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
301
RBF Capital
California
$11.6M
BC
302
Burney Company
Virginia
$11.6M
Wealthfront Advisers
303
Wealthfront Advisers
California
$11.4M
CWM
304
CIBC World Markets
New York
$11.3M
SCM
305
Sterling Capital Management
North Carolina
$11.3M
USCWA
306
U.S. Capital Wealth Advisors
Texas
$11.3M
PMG
307
ProVise Management Group
Florida
$11.2M
BFS
308
Bradley Foster & Sargent
Connecticut
$11.2M
NIM
309
NEOS Investment Management
Connecticut
$11.2M
FISPB
310
Fideuram - Intesa Sanpaolo Private Banking
$11.1M
ACM
311
Aquatic Capital Management
Illinois
$11M
Hotchkis & Wiley Capital Management
312
Hotchkis & Wiley Capital Management
California
$11M
Pathstone Holdings
313
Pathstone Holdings
New Jersey
$11M
OA
314
Oak Associates
Ohio
$10.9M
Baird Financial Group
315
Baird Financial Group
Wisconsin
$10.8M
RIM
316
Rakuten Investment Management
Japan
$10.8M
DZ Bank
317
DZ Bank
Germany
$10.8M
YCM
318
Yousif Capital Management
Michigan
$10.6M
VWA
319
Visionary Wealth Advisors
Illinois
$10.6M
NAM
320
Nissay Asset Management
Japan
$10.5M
HA
321
Hamel Associates
New Jersey
$10.4M
Los Angeles Capital Management
322
Los Angeles Capital Management
California
$10.3M
Public Employees Retirement Association of Colorado
323
Public Employees Retirement Association of Colorado
Colorado
$10.3M
EP
324
Edgestream Partners
New Jersey
$10M
SIS
325
Sound Income Strategies
Florida
$10M