BK icon

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
HPM
576
Hudson Portfolio Management
New York
$2.55M
WA
577
Waverly Advisors
Alabama
$2.53M
CA
578
CoreCap Advisors
Michigan
$2.52M
CCM
579
Cinctive Capital Management
New York
$2.51M
STA
580
Summit Trail Advisors
New York
$2.5M
KCM
581
Kanawha Capital Management
Virginia
$2.49M
SWMP
582
Signature Wealth Management Partners
New Jersey
$2.48M
CA
583
CGN Advisors
Kansas
$2.48M
APIM
584
Agate Pass Investment Management
Washington
$2.47M
BHCM
585
Brevan Howard Capital Management
Jersey
$2.46M
GIA
586
Guyasuta Investment Advisors
Pennsylvania
$2.45M
IFU
587
iSAM Funds (UK)
United Kingdom
$2.44M
ITFISA
588
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.42M
PFGIA
589
Patriot Financial Group Insurance Agency
Massachusetts
$2.42M
WC
590
Wynn Capital
Georgia
$2.41M
PCM
591
Permanent Capital Management
Illinois
$2.41M
FTWA
592
Fifth Third Wealth Advisors
Ohio
$2.39M
CCM
593
Coldstream Capital Management
Washington
$2.37M
MSA
594
MUFG Securities Americas
New York
$2.37M
QCG
595
Quadrant Capital Group
Ohio
$2.36M
CPCPP
596
Canada Post Corporation Pension Plan
Canada
$2.36M
WANY
597
Wealthspire Advisors (New York)
New York
$2.35M
MAA
598
Mraz Amerine & Associates
California
$2.35M
NW
599
NewEdge Wealth
Pennsylvania
$2.35M
TFS
600
Thoroughbred Financial Services
Tennessee
$2.33M