BK icon

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
BRWA
776
B. Riley Wealth Advisors
Florida
$1.19M
LOAMS
777
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.19M
YIM
778
Yoffe Investment Management
Pennsylvania
$1.18M
DADC
779
D.A. Davidson & Co
Montana
$1.18M
ZI
780
ZEGA Investments
Florida
$1.18M
PCA
781
Pallas Capital Advisors
Massachusetts
$1.18M
HWMO
782
Heritage Wealth Management (Ohio)
Ohio
$1.16M
FPL
783
Fortress Private Ledger
North Carolina
$1.16M
VDI
784
Vaughan David Investments
Illinois
$1.15M
SIA
785
SkyView Investment Advisors
New Jersey
$1.15M
LWAM
786
Legacy Wealth Asset Management
Minnesota
$1.14M
PI
787
Pettee Investors
Connecticut
$1.14M
GWM
788
Geneos Wealth Management
Colorado
$1.14M
HIM
789
Hanlon Investment Management
New Jersey
$1.14M
CI
790
CX Institutional
Indiana
$1.11M
LGA
791
Lebenthal Global Advisors
New York
$1.1M
HIM
792
Hillsdale Investment Management
Ontario, Canada
$1.1M
MIH
793
Meitav Investment House
Israel
$1.1M
Fisher Asset Management
794
Fisher Asset Management
Washington
$1.1M
EWA
795
EP Wealth Advisors
California
$1.09M
RRA
796
Round Rock Advisors
Connecticut
$1.09M
SAG
797
SageView Advisory Group
California
$1.09M
TA
798
Tectonic Advisors
Texas
$1.09M
RCM
799
Raleigh Capital Management
North Carolina
$1.08M
MG
800
Mather Group
Illinois
$1.07M