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Bank of New York Mellon

1,732 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 218 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
1,732
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
NAG
451
Northstar Advisory Group
New Jersey
$4.22M
GIBU
452
Gulf International Bank (UK)
United Kingdom
$4.22M
Jones Financial Companies
453
Jones Financial Companies
Missouri
$4.21M
PIM
454
Plato Investment Management
Australia
$4.18M
BDA
455
Borer Denton & Associates
Pennsylvania
$4.16M
LSERS
456
Louisiana State Employees Retirement System
Louisiana
$4.13M
UCFA
457
United Capital Financial Advisors
Texas
$4.13M
DT
458
Diversified Trust
Tennessee
$4.12M
MCWS
459
McKinley Carter Wealth Services
West Virginia
$4.11M
MSRPS
460
Maryland State Retirement & Pension System
Maryland
$4.09M
GLA
461
Great Lakes Advisors
Illinois
$4.06M
AGC
462
Aspen Grove Capital
Colorado
$4.02M
ClearBridge Investments
463
ClearBridge Investments
New York
$4M
SC
464
Scotia Capital
Ontario, Canada
$4M
UBP
465
Union Bancaire Privee
Switzerland
$3.96M
SCM
466
SCS Capital Management
Massachusetts
$3.96M
B
467
Bailard
California
$3.96M
AF
468
Allworth Financial
California
$3.93M
DILIC
469
Dai-ichi Life Insurance Company
Japan
$3.93M
SSA
470
Schonfeld Strategic Advisors
New York
$3.89M
AOWM
471
Alpha Omega Wealth Management
Virginia
$3.88M
Envestnet Portfolio Solutions
472
Envestnet Portfolio Solutions
Illinois
$3.87M
RWM
473
Ritholtz Wealth Management
New York
$3.83M
ECM
474
Everence Capital Management
Indiana
$3.83M
CIC
475
Chilton Investment Company
Connecticut
$3.8M