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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
SOAM
726
SBI Okasan Asset Management
Japan
$1.4M
CWA
727
Crux Wealth Advisors
California
$1.4M
CC
728
Courier Capital
New York
$1.4M
FNT
729
First National Trust
Pennsylvania
$1.39M
ACA
730
Aptus Capital Advisors
Alabama
$1.39M
SFO
731
Stenger Family Office
Illinois
$1.38M
HKAM
732
Horizon Kinetics Asset Management
New York
$1.38M
SCA
733
Snowden Capital Advisors
New York
$1.38M
1IA
734
1834 Investment Advisors
Wisconsin
$1.37M
AWAP
735
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.37M
SC
736
Schulhoff & Co
Ohio
$1.37M
FLPIM
737
F.L. Putnam Investment Management
Massachusetts
$1.37M
Two Sigma Investments
738
Two Sigma Investments
New York
$1.36M
SC
739
Syon Capital
California
$1.36M
AFP
740
Ausdal Financial Partners
Iowa
$1.35M
AFG
741
Allegheny Financial Group
Pennsylvania
$1.35M
TCOV
742
Trust Company of Vermont
Vermont
$1.35M
FCP
743
Fidelis Capital Partners
Florida
$1.35M
SF
744
Sun Financial
Utah
$1.34M
SI
745
Stephens Inc
Arkansas
$1.34M
WTC
746
WhitTier Trust Company
Nevada
$1.34M
BIAS
747
Beacon Investment Advisory Services
New Jersey
$1.33M
SRC
748
Shufro Rose & Co
New York
$1.32M
GIA
749
Goodwin Investment Advisory
Georgia
$1.32M
FIM
750
Fruth Investment Management
Texas
$1.31M