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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
WCM
751
Whitener Capital Management
North Carolina
$1.28M
WB
752
WesBanco Bank
West Virginia
$1.27M
SCI
753
Stableford Capital II
Arizona
$1.27M
MWP
754
Meriwether Wealth & Planning
Louisiana
$1.27M
WWM
755
Western Wealth Management
Colorado
$1.26M
C
756
Certuity
Florida
$1.26M
WLG
757
Williamson Legacy Group
Indiana
$1.25M
JAG
758
Journey Advisory Group
Kentucky
$1.24M
KFSC
759
Keystone Financial Services (Colorado)
Colorado
$1.24M
TE
760
Tema ETFs
New York
$1.23M
CRI
761
Commonwealth Retirement Investments
Virginia
$1.23M
AIM
762
Aspen Investment Management
Michigan
$1.22M
RCM
763
RB Capital Management
Nevada
$1.22M
GS
764
GTS Securities
New York
$1.21M
VAS
765
Vestmark Advisory Solutions
Massachusetts
$1.21M
HAG
766
HighPoint Advisor Group
Illinois
$1.21M
LIM
767
Leavell Investment Management
Alabama
$1.21M
HAG
768
HF Advisory Group
Maryland
$1.2M
NB
769
NBT Bank
New York
$1.2M
OAM
770
Ostrum Asset Management
France
$1.19M
BRWA
771
B. Riley Wealth Advisors
Florida
$1.19M
LOAMS
772
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.19M
YIM
773
Yoffe Investment Management
Pennsylvania
$1.18M
DADC
774
D.A. Davidson & Co
Montana
$1.18M
ZI
775
ZEGA Investments
Florida
$1.18M