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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
BP
601
Ballentine Partners
Massachusetts
$2.33M
SRA
602
Secured Retirement Advisors
Minnesota
$2.32M
CFP
603
Cascade Financial Partners
California
$2.29M
FPWM
604
FSB Premier Wealth Management
Iowa
$2.29M
AA
605
ABC Arbitrage
France
$2.27M
MCM
606
Maltese Capital Management
New York
$2.26M
GGA
607
Granite Group Advisors
Connecticut
$2.26M
BEI
608
Benjamin Edwards Inc
Missouri
$2.24M
PFS
609
Prospera Financial Services
Texas
$2.22M
TRCT
610
Tower Research Capital (TRC)
New York
$2.22M
SAM
611
Securian Asset Management
Minnesota
$2.2M
BIG
612
Brooklyn Investment Group
New York
$2.2M
GFA
613
Gifford Fong Associates
California
$2.19M
MLM
614
Mount Lucas Management
Pennsylvania
$2.17M
EIA
615
Edgemoor Investment Advisors
Maryland
$2.17M
AIM
616
Anchor Investment Management
South Carolina
$2.17M
TAP
617
Tounjian Advisory Partners
Florida
$2.17M
AWM
618
Allen Wealth Management
North Carolina
$2.16M
RIL
619
Rothschild Investment LLC
Illinois
$2.16M
KRSITF
620
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.16M
WIC
621
Wilkins Investment Counsel
Massachusetts
$2.15M
LOIP
622
Live Oak Investment Partners
Texas
$2.14M
SA
623
Sunesis Advisors
Kansas
$2.14M
BHPW
624
Beverly Hills Private Wealth
California
$2.13M
MIF
625
Mediolanum International Funds
Ireland
$2.12M