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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
BFA
501
Bragg Financial Advisors
North Carolina
$3.43M
AIM
502
Aigen Investment Management
New York
$3.42M
JIC
503
Johnson Investment Counsel
Ohio
$3.39M
ASN
504
Advisory Services Network
Georgia
$3.39M
PGFC
505
Peapack-Gladstone Financial Corp
New Jersey
$3.39M
DCM
506
Delta Capital Management
New Jersey
$3.39M
WC
507
Woodstock Corp
Massachusetts
$3.38M
FWP
508
Falcon Wealth Planning
California
$3.34M
IVP
509
Intrinsic Value Partners
Arizona
$3.33M
A
510
AlphaQuest
New York
$3.31M
ALMGDA
511
AG2R La Mondiale Gestion d'Actifs
France
$3.28M
AM
512
AGF Management
Ontario, Canada
$3.27M
PPWP
513
Premier Path Wealth Partners
New Jersey
$3.25M
LI
514
Louisbourg Investments
New Brunswick, Canada
$3.25M
BCI
515
Brinker Capital Investments
Pennsylvania
$3.23M
GT
516
Greenleaf Trust
Michigan
$3.23M
CSP
517
Cary Street Partners
Virginia
$3.18M
CAM
518
Cresset Asset Management
Illinois
$3.18M
GFPC
519
Global Financial Private Client
Florida
$3.16M
GDP
520
Great Diamond Partners
Maine
$3.11M
PAS
521
PKS Advisory Services
New York
$3.11M
PSB
522
Passumpsic Savings Bank
Vermont
$3.1M
SC
523
Savant Capital
Illinois
$3.1M
PS
524
Principal Securities
Iowa
$3.07M
AWM
525
Apollon Wealth Management
South Carolina
$3.07M