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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
SGAM
801
Smith Group Asset Management
Texas
$1.04M
GAM
802
Groupama Asset Management
France
$1.04M
RIA
803
Realta Investment Advisors
Delaware
$1.04M
MSWM
804
McGlone Suttner Wealth Management
Wisconsin
$1.04M
NS
805
NBC Securities
Alabama
$1.04M
MNBTD
806
Moody National Bank Trust Division
Texas
$1.04M
BWP
807
BSW Wealth Partners
Colorado
$1.04M
BBHC
808
Brown Brothers Harriman & Co
New York
$1.04M
SWP
809
Sagespring Wealth Partners
Tennessee
$1.03M
TCA
810
Transcend Capital Advisors
New Jersey
$1.03M
PWM
811
Perigon Wealth Management
California
$1.03M
BDL
812
Banque de Luxembourg
Luxembourg
$1.02M
AIP
813
Almanack Investment Partners
Pennsylvania
$1.02M
PA
814
Profund Advisors
Maryland
$1.02M
SAM
815
Strategy Asset Managers
California
$1.02M
FT
816
Fiduciary Trust
Massachusetts
$1.02M
MK
817
MASTERINVEST Kapitalanlage
$1.02M
CFMC
818
Curbstone Financial Management Corp
New Hampshire
$1.02M
LAM
819
Lountzis Asset Management
Pennsylvania
$1.02M
FNFDCM
820
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.02M
TFA
821
Transamerica Financial Advisors
Florida
$1.01M
TCPW
822
Twin City Private Wealth
North Carolina
$1.01M
TTWM
823
TCV Trust & Wealth Management
Virginia
$1.01M
HPC
824
HM Payson & Co
Maine
$1.01M
PBK
825
Peoples Bank (Kansas)
Kansas
$1M