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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
KWM
626
Kingsview Wealth Management
Oregon
$2.1M
ACS
627
Archford Capital Strategies
Illinois
$2.09M
LBC
628
Lowe Brockenbrough & Co
Virginia
$2.09M
VFA
629
Voya Financial Advisors
Connecticut
$2.09M
TAM
630
Tocqueville Asset Management
New York
$2.06M
WSFS
631
Wilmington Savings Fund Society
Delaware
$2.06M
BWP
632
Baldwin Wealth Partners
Massachusetts
$2.05M
LB
633
Legacy Bridge
Iowa
$2.04M
EFS
634
Essex Financial Services
Connecticut
$2.04M
PAM
635
Paradigm Asset Management
New York
$2.03M
Nomura Holdings
636
Nomura Holdings
Japan
$2.03M
SW
637
SVB Wealth
Massachusetts
$1.99M
SCTC
638
Sanibel Captiva Trust Company
Florida
$1.98M
AWA
639
Aaron Wealth Advisors
Illinois
$1.98M
WG
640
Welch Group
Alabama
$1.97M
LFM
641
LGT Fund Management
Liechtenstein
$1.96M
IWM
642
IHT Wealth Management
Illinois
$1.95M
PWP
643
Principle Wealth Partners
Connecticut
$1.95M
SFG
644
SNS Financial Group
Minnesota
$1.95M
VA
645
VestGen Advisors
Illinois
$1.95M
MIM
646
MTM Investment Management
South Carolina
$1.94M
SFI
647
Siemens Fonds Invest
Germany
$1.94M
IMC Chicago
648
IMC Chicago
Illinois
$1.94M
APC
649
Aspire Private Capital
North Carolina
$1.93M
GIA
650
Gateway Investment Advisers
Ohio
$1.93M