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Bank of New York Mellon

1,737 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, 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: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 595

1% more call options, than puts

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

Holders
1,737
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
GIA
651
Gateway Investment Advisers
Ohio
$1.93M
FRA
652
Frank Rimerman Advisors
California
$1.92M
VCA
653
Verdence Capital Advisors
Maryland
$1.91M
VHAM
654
Van Hulzen Asset Management
California
$1.9M
CI
655
Cherokee Insurance
Michigan
$1.88M
BCWM
656
Bartlett & Co Wealth Management
Ohio
$1.88M
KFC
657
Klingenstein Fields & Co
New York
$1.84M
FFO
658
Fiduciary Family Office
Florida
$1.83M
ISWM
659
Intesa Sanpaolo Wealth Management
$1.82M
IIA
660
IPG Investment Advisors
California
$1.82M
AAP
661
Arax Advisory Partners
Colorado
$1.81M
HP
662
Havemeyer Place
Connecticut
$1.81M
EPW
663
Endeavor Private Wealth
Kansas
$1.8M
MCM
664
McRae Capital Management
New Jersey
$1.78M
LCM
665
Logan Capital Management
Pennsylvania
$1.77M
Bank Julius Baer & Co
666
Bank Julius Baer & Co
Switzerland
$1.77M
WT
667
Whittier Trust
California
$1.77M
AG
668
Ascent Group
Virginia
$1.75M
MYAM
669
Meiji Yasuda Asset Management
Japan
$1.75M
EPA
670
Element Pointe Advisors
Florida
$1.74M
BAM
671
BOCHK Asset Management
Hong Kong
$1.74M
CWS
672
Confluence Wealth Services
Pennsylvania
$1.74M
WBWA
673
William B. Walkup & Associates
South Carolina
$1.74M
CW
674
CreativeOne Wealth
Kansas
$1.73M
WS
675
Wedbush Securities
California
$1.72M