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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
GCA
701
Gradient Capital Advisors
California
$1.55M
DC
702
Davenport & Co
Virginia
$1.53M
VRM
703
Vectors Research Management
New York
$1.51M
WAM
704
WealthTrust Asset Management
Florida
$1.5M
BL
705
BFSG LLC
California
$1.5M
AIA
706
Affinity Investment Advisors
California
$1.5M
CLA
707
Carnegie Lake Advisors
New Jersey
$1.5M
VA
708
Valmark Advisers
Ohio
$1.49M
FB
709
Fulton Bank
Pennsylvania
$1.48M
PNC
710
Park National Corp
Ohio
$1.48M
JCM
711
Jacobi Capital Management
Pennsylvania
$1.48M
SGI
712
Summit Global Investments
Utah
$1.47M
WA
713
WealthTrust Axiom
Pennsylvania
$1.47M
BPA
714
Beacon Pointe Advisors
California
$1.47M
MCM
715
Mainstay Capital Management
Michigan
$1.46M
BMCM
716
Bryn Mawr Capital Management
Pennsylvania
$1.46M
GCIA
717
Gabelli & Co Investment Advisers
New York
$1.45M
PHS
718
Pekin Hardy Strauss
Illinois
$1.45M
HNB
719
Huntington National Bank
Ohio
$1.43M
FPI
720
Financial Plan Inc
Washington
$1.43M
AA
721
Advisory Alpha
Michigan
$1.42M
AWP
722
Abacus Wealth Partners
California
$1.41M
Fidelity International
723
Fidelity International
Bermuda
$1.41M
SOAM
724
SBI Okasan Asset Management
Japan
$1.4M
CWA
725
Crux Wealth Advisors
California
$1.4M