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Bank of New York Mellon

1,718 hedge funds and large institutions have $67.9B invested in Bank of New York Mellon in 2025 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 609 increasing their positions, 591 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:

3% more repeat investments, than reductions

Existing positions increased: 609 | Existing positions reduced: 591

0.91% more ownership

Funds ownership: 83.06%83.97% (+0.91%)

1% more call options, than puts

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

Holders
1,718
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
Wealthfront Advisers
301
Wealthfront Advisers
California
$11.4M
CWM
302
CIBC World Markets
New York
$11.3M
SCM
303
Sterling Capital Management
North Carolina
$11.3M
USCWA
304
U.S. Capital Wealth Advisors
Texas
$11.3M
PMG
305
ProVise Management Group
Florida
$11.2M
BFS
306
Bradley Foster & Sargent
Connecticut
$11.2M
NIM
307
NEOS Investment Management
Connecticut
$11.2M
FISPB
308
Fideuram - Intesa Sanpaolo Private Banking
$11.1M
ACM
309
Aquatic Capital Management
Illinois
$11M
Hotchkis & Wiley Capital Management
310
Hotchkis & Wiley Capital Management
California
$11M
Pathstone Holdings
311
Pathstone Holdings
New Jersey
$11M
OA
312
Oak Associates
Ohio
$10.9M
Baird Financial Group
313
Baird Financial Group
Wisconsin
$10.8M
RIM
314
Rakuten Investment Management
Japan
$10.8M
DZ Bank
315
DZ Bank
Germany
$10.8M
YCM
316
Yousif Capital Management
Michigan
$10.6M
VWA
317
Visionary Wealth Advisors
Illinois
$10.6M
NAM
318
Nissay Asset Management
Japan
$10.5M
HA
319
Hamel Associates
New Jersey
$10.4M
Los Angeles Capital Management
320
Los Angeles Capital Management
California
$10.3M
Public Employees Retirement Association of Colorado
321
Public Employees Retirement Association of Colorado
Colorado
$10.3M
EP
322
Edgestream Partners
New Jersey
$10M
SIS
323
Sound Income Strategies
Florida
$10M
PCH
324
Polar Capital Holdings
United Kingdom
$10M
DWA
325
Dorsey Wright & Associates
California
$10M