BK icon

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