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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
JIC
501
Johnson Investment Counsel
Ohio
$3.39M
ASN
502
Advisory Services Network
Georgia
$3.39M
PGFC
503
Peapack-Gladstone Financial Corp
New Jersey
$3.39M
DCM
504
Delta Capital Management
New Jersey
$3.39M
WC
505
Woodstock Corp
Massachusetts
$3.38M
FWP
506
Falcon Wealth Planning
California
$3.34M
IVP
507
Intrinsic Value Partners
Arizona
$3.33M
A
508
AlphaQuest
New York
$3.31M
ALMGDA
509
AG2R La Mondiale Gestion d'Actifs
France
$3.28M
AM
510
AGF Management
Ontario, Canada
$3.27M
PPWP
511
Premier Path Wealth Partners
New Jersey
$3.25M
LI
512
Louisbourg Investments
New Brunswick, Canada
$3.25M
BCI
513
Brinker Capital Investments
Pennsylvania
$3.23M
GT
514
Greenleaf Trust
Michigan
$3.23M
CSP
515
Cary Street Partners
Virginia
$3.18M
CAM
516
Cresset Asset Management
Illinois
$3.18M
GFPC
517
Global Financial Private Client
Florida
$3.16M
GDP
518
Great Diamond Partners
Maine
$3.11M
PAS
519
PKS Advisory Services
New York
$3.11M
PSB
520
Passumpsic Savings Bank
Vermont
$3.1M
SC
521
Savant Capital
Illinois
$3.1M
PS
522
Principal Securities
Iowa
$3.07M
AWM
523
Apollon Wealth Management
South Carolina
$3.07M
DTL
524
Dynamic Technology Lab
Singapore
$3.06M
FCBT
525
First Citizens Bank & Trust
North Carolina
$3.05M