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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
SRA
601
Secured Retirement Advisors
Minnesota
$2.32M
CFP
602
Cascade Financial Partners
California
$2.29M
FPWM
603
FSB Premier Wealth Management
Iowa
$2.29M
AA
604
ABC Arbitrage
France
$2.27M
MCM
605
Maltese Capital Management
New York
$2.26M
GGA
606
Granite Group Advisors
Connecticut
$2.26M
BEI
607
Benjamin Edwards Inc
Missouri
$2.24M
PFS
608
Prospera Financial Services
Texas
$2.22M
TRCT
609
Tower Research Capital (TRC)
New York
$2.22M
SAM
610
Securian Asset Management
Minnesota
$2.2M
BIG
611
Brooklyn Investment Group
New York
$2.2M
GFA
612
Gifford Fong Associates
California
$2.19M
MLM
613
Mount Lucas Management
Pennsylvania
$2.17M
EIA
614
Edgemoor Investment Advisors
Maryland
$2.17M
AIM
615
Anchor Investment Management
South Carolina
$2.17M
TAP
616
Tounjian Advisory Partners
Florida
$2.17M
AWM
617
Allen Wealth Management
North Carolina
$2.16M
RIL
618
Rothschild Investment LLC
Illinois
$2.16M
KRSITF
619
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.16M
WIC
620
Wilkins Investment Counsel
Massachusetts
$2.15M
LOIP
621
Live Oak Investment Partners
Texas
$2.14M
SA
622
Sunesis Advisors
Kansas
$2.14M
BHPW
623
Beverly Hills Private Wealth
California
$2.13M
MIF
624
Mediolanum International Funds
Ireland
$2.12M
ISL
625
Ingalls & Snyder LLC
New York
$2.11M