BK icon

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
PCA
776
Pallas Capital Advisors
Massachusetts
$1.18M
HWMO
777
Heritage Wealth Management (Ohio)
Ohio
$1.16M
FPL
778
Fortress Private Ledger
North Carolina
$1.16M
VDI
779
Vaughan David Investments
Illinois
$1.15M
SIA
780
SkyView Investment Advisors
New Jersey
$1.15M
LWAM
781
Legacy Wealth Asset Management
Minnesota
$1.14M
PI
782
Pettee Investors
Connecticut
$1.14M
GWM
783
Geneos Wealth Management
Colorado
$1.14M
HIM
784
Hanlon Investment Management
New Jersey
$1.14M
CI
785
CX Institutional
Indiana
$1.11M
LGA
786
Lebenthal Global Advisors
New York
$1.1M
HIM
787
Hillsdale Investment Management
Ontario, Canada
$1.1M
MIH
788
Meitav Investment House
Israel
$1.1M
Fisher Asset Management
789
Fisher Asset Management
Washington
$1.1M
EWA
790
EP Wealth Advisors
California
$1.09M
RRA
791
Round Rock Advisors
Connecticut
$1.09M
SAG
792
SageView Advisory Group
California
$1.09M
TA
793
Tectonic Advisors
Texas
$1.09M
RCM
794
Raleigh Capital Management
North Carolina
$1.08M
MG
795
Mather Group
Illinois
$1.07M
GC
796
Gilbert & Cook
Iowa
$1.07M
LIM
797
Loudon Investment Management
New Hampshire
$1.07M
FWIA
798
Fort Washington Investment Advisors
Ohio
$1.06M
RC
799
Rexford Capital
Texas
$1.05M
A
800
AustralianSuper
Australia
$1.05M