BK icon

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
BMO
551
Beck Mack & Oliver
New York
$2.81M
DAS
552
Dynamic Advisor Solutions
Arizona
$2.8M
PCM
553
Poehling Capital Management
Wisconsin
$2.8M
CA
554
Commerzbank Aktiengesellschaft
Germany
$2.8M
IPW
555
Inlet Private Wealth
Florida
$2.77M
KAS
556
Kestra Advisory Services
Texas
$2.76M
DCM
557
Davis Capital Management
Florida
$2.75M
SMFG
558
Sumitomo Mitsui Financial Group
Japan
$2.72M
SWP
559
Stratos Wealth Partners
Ohio
$2.71M
AC
560
Arjuna Capital
North Carolina
$2.66M
SC
561
Searle & Co
Connecticut
$2.65M
VT
562
Vise Technologies
New York
$2.64M
GM
563
GeoWealth Management
Illinois
$2.6M
VNA
564
Valley National Advisers
Pennsylvania
$2.6M
RB
565
Rodgers Brothers
Pennsylvania
$2.59M
NMIMC
566
Northwestern Mutual Investment Management Company
Wisconsin
$2.59M
FFM
567
Forum Financial Management
Illinois
$2.58M
BPAMU
568
BTG Pactual Asset Management US
New York
$2.58M
VA
569
Vident Advisory
Georgia
$2.57M
GI
570
GAMMA Investing
California
$2.56M
MAS
571
Meeder Advisory Services
Ohio
$2.55M
MIA
572
MainStreet Investment Advisors
Illinois
$2.55M
HPM
573
Hudson Portfolio Management
New York
$2.55M
WA
574
Waverly Advisors
Alabama
$2.53M
CA
575
CoreCap Advisors
Michigan
$2.52M