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Bank of New York Mellon

1,737 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, 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: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 595

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,737
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
LOAMS
776
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.19M
YIM
777
Yoffe Investment Management
Pennsylvania
$1.18M
DADC
778
D.A. Davidson & Co
Montana
$1.18M
ZI
779
ZEGA Investments
Florida
$1.18M
PCA
780
Pallas Capital Advisors
Massachusetts
$1.18M
HWMO
781
Heritage Wealth Management (Ohio)
Ohio
$1.16M
FPL
782
Fortress Private Ledger
North Carolina
$1.16M
VDI
783
Vaughan David Investments
Illinois
$1.15M
SIA
784
SkyView Investment Advisors
New Jersey
$1.15M
LWAM
785
Legacy Wealth Asset Management
Minnesota
$1.14M
PI
786
Pettee Investors
Connecticut
$1.14M
GWM
787
Geneos Wealth Management
Colorado
$1.14M
HIM
788
Hanlon Investment Management
New Jersey
$1.14M
CI
789
CX Institutional
Indiana
$1.11M
LGA
790
Lebenthal Global Advisors
New York
$1.1M
HIM
791
Hillsdale Investment Management
Ontario, Canada
$1.1M
MIH
792
Meitav Investment House
Israel
$1.1M
Fisher Asset Management
793
Fisher Asset Management
Washington
$1.1M
EWA
794
EP Wealth Advisors
California
$1.09M
RRA
795
Round Rock Advisors
Connecticut
$1.09M
SAG
796
SageView Advisory Group
California
$1.09M
TA
797
Tectonic Advisors
Texas
$1.09M
RCM
798
Raleigh Capital Management
North Carolina
$1.08M
MG
799
Mather Group
Illinois
$1.07M
GC
800
Gilbert & Cook
Iowa
$1.07M