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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
APC
651
Aspire Private Capital
North Carolina
$1.93M
GIA
652
Gateway Investment Advisers
Ohio
$1.93M
FRA
653
Frank Rimerman Advisors
California
$1.92M
VCA
654
Verdence Capital Advisors
Maryland
$1.91M
VHAM
655
Van Hulzen Asset Management
California
$1.9M
CI
656
Cherokee Insurance
Michigan
$1.88M
BCWM
657
Bartlett & Co Wealth Management
Ohio
$1.88M
KFC
658
Klingenstein Fields & Co
New York
$1.84M
FFO
659
Fiduciary Family Office
Florida
$1.83M
ISWM
660
Intesa Sanpaolo Wealth Management
$1.82M
IIA
661
IPG Investment Advisors
California
$1.82M
AAP
662
Arax Advisory Partners
Colorado
$1.81M
HP
663
Havemeyer Place
Connecticut
$1.81M
EPW
664
Endeavor Private Wealth
Kansas
$1.8M
MCM
665
McRae Capital Management
New Jersey
$1.78M
LCM
666
Logan Capital Management
Pennsylvania
$1.77M
Bank Julius Baer & Co
667
Bank Julius Baer & Co
Switzerland
$1.77M
WT
668
Whittier Trust
California
$1.77M
AG
669
Ascent Group
Virginia
$1.75M
MYAM
670
Meiji Yasuda Asset Management
Japan
$1.75M
EPA
671
Element Pointe Advisors
Florida
$1.74M
BAM
672
BOCHK Asset Management
Hong Kong
$1.74M
CWS
673
Confluence Wealth Services
Pennsylvania
$1.74M
WBWA
674
William B. Walkup & Associates
South Carolina
$1.74M
CW
675
CreativeOne Wealth
Kansas
$1.73M