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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
Jones Financial Companies
451
Jones Financial Companies
Missouri
$4.21M
PIM
452
Plato Investment Management
Australia
$4.18M
BDA
453
Borer Denton & Associates
Pennsylvania
$4.16M
LSERS
454
Louisiana State Employees Retirement System
Louisiana
$4.13M
UCFA
455
United Capital Financial Advisors
Texas
$4.13M
DT
456
Diversified Trust
Tennessee
$4.12M
MCWS
457
McKinley Carter Wealth Services
West Virginia
$4.11M
MSRPS
458
Maryland State Retirement & Pension System
Maryland
$4.09M
GLA
459
Great Lakes Advisors
Illinois
$4.06M
AGC
460
Aspen Grove Capital
Colorado
$4.02M
ClearBridge Investments
461
ClearBridge Investments
New York
$4M
SC
462
Scotia Capital
Ontario, Canada
$4M
UBP
463
Union Bancaire Privee
Switzerland
$3.96M
SCM
464
SCS Capital Management
Massachusetts
$3.96M
B
465
Bailard
California
$3.96M
AF
466
Allworth Financial
California
$3.93M
DILIC
467
Dai-ichi Life Insurance Company
Japan
$3.93M
SSA
468
Schonfeld Strategic Advisors
New York
$3.89M
AOWM
469
Alpha Omega Wealth Management
Virginia
$3.88M
Envestnet Portfolio Solutions
470
Envestnet Portfolio Solutions
Illinois
$3.87M
RWM
471
Ritholtz Wealth Management
New York
$3.83M
ECM
472
Everence Capital Management
Indiana
$3.83M
CIC
473
Chilton Investment Company
Connecticut
$3.8M
HI
474
Horizon Investments
North Carolina
$3.79M
DCM
475
Dean Capital Management
Kansas
$3.74M