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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
FRA
651
Frank Rimerman Advisors
California
$1.92M
VCA
652
Verdence Capital Advisors
Maryland
$1.91M
VHAM
653
Van Hulzen Asset Management
California
$1.9M
CI
654
Cherokee Insurance
Michigan
$1.88M
BCWM
655
Bartlett & Co Wealth Management
Ohio
$1.88M
KFC
656
Klingenstein Fields & Co
New York
$1.84M
FFO
657
Fiduciary Family Office
Florida
$1.83M
ISWM
658
Intesa Sanpaolo Wealth Management
$1.82M
IIA
659
IPG Investment Advisors
California
$1.82M
AAP
660
Arax Advisory Partners
Colorado
$1.81M
HP
661
Havemeyer Place
Connecticut
$1.81M
EPW
662
Endeavor Private Wealth
Kansas
$1.8M
MCM
663
McRae Capital Management
New Jersey
$1.78M
LCM
664
Logan Capital Management
Pennsylvania
$1.77M
Bank Julius Baer & Co
665
Bank Julius Baer & Co
Switzerland
$1.77M
WT
666
Whittier Trust
California
$1.77M
AG
667
Ascent Group
Virginia
$1.75M
MYAM
668
Meiji Yasuda Asset Management
Japan
$1.75M
EPA
669
Element Pointe Advisors
Florida
$1.74M
BAM
670
BOCHK Asset Management
Hong Kong
$1.74M
CWS
671
Confluence Wealth Services
Pennsylvania
$1.74M
WBWA
672
William B. Walkup & Associates
South Carolina
$1.74M
CW
673
CreativeOne Wealth
Kansas
$1.73M
WS
674
Wedbush Securities
California
$1.72M
VA
675
Verdad Advisers
Massachusetts
$1.71M