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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
RWA
551
Redhawk Wealth Advisors
Minnesota
$2.81M
NDSIB
552
North Dakota State Investment Board
North Dakota
$2.81M
BMO
553
Beck Mack & Oliver
New York
$2.81M
DAS
554
Dynamic Advisor Solutions
Arizona
$2.8M
PCM
555
Poehling Capital Management
Wisconsin
$2.8M
CA
556
Commerzbank Aktiengesellschaft
Germany
$2.8M
IPW
557
Inlet Private Wealth
Florida
$2.77M
KAS
558
Kestra Advisory Services
Texas
$2.76M
DCM
559
Davis Capital Management
Florida
$2.75M
SMFG
560
Sumitomo Mitsui Financial Group
Japan
$2.72M
SWP
561
Stratos Wealth Partners
Ohio
$2.71M
AC
562
Arjuna Capital
North Carolina
$2.66M
SC
563
Searle & Co
Connecticut
$2.65M
VT
564
Vise Technologies
New York
$2.64M
GM
565
GeoWealth Management
Illinois
$2.6M
VNA
566
Valley National Advisers
Pennsylvania
$2.6M
RB
567
Rodgers Brothers
Pennsylvania
$2.59M
NMIMC
568
Northwestern Mutual Investment Management Company
Wisconsin
$2.59M
FFM
569
Forum Financial Management
Illinois
$2.58M
BPAMU
570
BTG Pactual Asset Management US
New York
$2.58M
VA
571
Vident Advisory
Georgia
$2.57M
GI
572
GAMMA Investing
California
$2.56M
MAS
573
Meeder Advisory Services
Ohio
$2.55M
MIA
574
MainStreet Investment Advisors
Illinois
$2.55M
HPM
575
Hudson Portfolio Management
New York
$2.55M