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Bank of New York Mellon

1,739 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 219 funds opening new positions, 614 increasing their positions, 595 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:

1.33% more ownership

Funds ownership: 83.07%84.4% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 595

1% more call options, than puts

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

Holders
1,739
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
TC
501
Trilogy Capital
California
$3.43M
BFA
502
Bragg Financial Advisors
North Carolina
$3.43M
AIM
503
Aigen Investment Management
New York
$3.42M
JIC
504
Johnson Investment Counsel
Ohio
$3.39M
ASN
505
Advisory Services Network
Georgia
$3.39M
PGFC
506
Peapack-Gladstone Financial Corp
New Jersey
$3.39M
DCM
507
Delta Capital Management
New Jersey
$3.39M
WC
508
Woodstock Corp
Massachusetts
$3.38M
FWP
509
Falcon Wealth Planning
California
$3.34M
IVP
510
Intrinsic Value Partners
Arizona
$3.33M
A
511
AlphaQuest
New York
$3.31M
ALMGDA
512
AG2R La Mondiale Gestion d'Actifs
France
$3.28M
AM
513
AGF Management
Ontario, Canada
$3.27M
PPWP
514
Premier Path Wealth Partners
New Jersey
$3.25M
LI
515
Louisbourg Investments
New Brunswick, Canada
$3.25M
BCI
516
Brinker Capital Investments
Pennsylvania
$3.23M
GT
517
Greenleaf Trust
Michigan
$3.23M
CSP
518
Cary Street Partners
Virginia
$3.18M
CAM
519
Cresset Asset Management
Illinois
$3.18M
GFPC
520
Global Financial Private Client
Florida
$3.16M
GDP
521
Great Diamond Partners
Maine
$3.11M
PAS
522
PKS Advisory Services
New York
$3.11M
PSB
523
Passumpsic Savings Bank
Vermont
$3.1M
SC
524
Savant Capital
Illinois
$3.1M
PS
525
Principal Securities
Iowa
$3.07M