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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
LIM
801
Loudon Investment Management
New Hampshire
$1.07M
FWIA
802
Fort Washington Investment Advisors
Ohio
$1.06M
RC
803
Rexford Capital
Texas
$1.05M
A
804
AustralianSuper
Australia
$1.05M
SGAM
805
Smith Group Asset Management
Texas
$1.04M
GAM
806
Groupama Asset Management
France
$1.04M
RIA
807
Realta Investment Advisors
Delaware
$1.04M
MSWM
808
McGlone Suttner Wealth Management
Wisconsin
$1.04M
NS
809
NBC Securities
Alabama
$1.04M
MNBTD
810
Moody National Bank Trust Division
Texas
$1.04M
BWP
811
BSW Wealth Partners
Colorado
$1.04M
BBHC
812
Brown Brothers Harriman & Co
New York
$1.04M
SWP
813
Sagespring Wealth Partners
Tennessee
$1.03M
TCA
814
Transcend Capital Advisors
New Jersey
$1.03M
PWM
815
Perigon Wealth Management
California
$1.03M
T
816
TOBAM
France
$1.02M
BDL
817
Banque de Luxembourg
Luxembourg
$1.02M
AIP
818
Almanack Investment Partners
Pennsylvania
$1.02M
PA
819
Profund Advisors
Maryland
$1.02M
SAM
820
Strategy Asset Managers
California
$1.02M
FT
821
Fiduciary Trust
Massachusetts
$1.02M
MK
822
MASTERINVEST Kapitalanlage
$1.02M
CFMC
823
Curbstone Financial Management Corp
New Hampshire
$1.02M
LAM
824
Lountzis Asset Management
Pennsylvania
$1.02M
FNFDCM
825
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.02M