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Bank of New York Mellon

1,719 hedge funds and large institutions have $67.9B invested in Bank of New York Mellon in 2025 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 609 increasing their positions, 592 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:

3% more repeat investments, than reductions

Existing positions increased: 609 | Existing positions reduced: 592

0.91% more ownership

Funds ownership: 83.06%83.97% (+0.91%)

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,719
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
LBC
626
Lowe Brockenbrough & Co
Virginia
$2.09M
VFA
627
Voya Financial Advisors
Connecticut
$2.09M
TAM
628
Tocqueville Asset Management
New York
$2.06M
WSFS
629
Wilmington Savings Fund Society
Delaware
$2.06M
BWP
630
Baldwin Wealth Partners
Massachusetts
$2.05M
LB
631
Legacy Bridge
Iowa
$2.04M
EFS
632
Essex Financial Services
Connecticut
$2.04M
PAM
633
Paradigm Asset Management
New York
$2.03M
Nomura Holdings
634
Nomura Holdings
Japan
$2.03M
SW
635
SVB Wealth
Massachusetts
$1.99M
SCTC
636
Sanibel Captiva Trust Company
Florida
$1.98M
AWA
637
Aaron Wealth Advisors
Illinois
$1.98M
WG
638
Welch Group
Alabama
$1.97M
LFM
639
LGT Fund Management
Liechtenstein
$1.96M
IWM
640
IHT Wealth Management
Illinois
$1.95M
PWP
641
Principle Wealth Partners
Connecticut
$1.95M
SFG
642
SNS Financial Group
Minnesota
$1.95M
VA
643
VestGen Advisors
Illinois
$1.95M
MIM
644
MTM Investment Management
South Carolina
$1.94M
SFI
645
Siemens Fonds Invest
Germany
$1.94M
IMC Chicago
646
IMC Chicago
Illinois
$1.94M
APC
647
Aspire Private Capital
North Carolina
$1.93M
GIA
648
Gateway Investment Advisers
Ohio
$1.93M
FRA
649
Frank Rimerman Advisors
California
$1.92M
VCA
650
Verdence Capital Advisors
Maryland
$1.91M