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Bank of New York Mellon

1,732 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, 593 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:

1.32% more ownership

Funds ownership: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 593

1% more call options, than puts

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

Holders
1,732
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
TCPW
826
Twin City Private Wealth
North Carolina
$1.01M
TTWM
827
TCV Trust & Wealth Management
Virginia
$1.01M
HPC
828
HM Payson & Co
Maine
$1.01M
PBK
829
Peoples Bank (Kansas)
Kansas
$1M
SS
830
Sunbelt Securities
Texas
$1M
CIC
831
Crawford Investment Counsel
Georgia
$1M
TMC
832
Themes Management Co
Connecticut
$999K
I
833
INVST
Indiana
$996K
OWA
834
Outlook Wealth Advisors
Texas
$994K
FIA
835
Foundations Investment Advisors
Arizona
$992K
WOSD
836
WFA of San Diego
California
$990K
QI
837
Qtron Investments
Massachusetts
$986K
SFS
838
Summit Financial Strategies
Ohio
$984K
CA
839
Clearstead Advisors
Ohio
$982K
JWM
840
Jeppson Wealth Management
California
$981K
SFS
841
Sowell Financial Services
Arkansas
$980K
IC
842
Inscription Capital
Texas
$978K
HIA
843
Harbor Investment Advisory
Maryland
$973K
MGIA
844
Moneta Group Investment Advisors
Missouri
$969K
KCM
845
Kathmere Capital Management
Pennsylvania
$969K
GWMR
846
GC Wealth Management RIA
Massachusetts
$967K
WQ
847
Wealth Quarterback
New Jersey
$966K
WPC
848
Wedmont Private Capital
Pennsylvania
$963K
CNBT
849
Canandaigua National Bank & Trust
New York
$962K
SAM
850
Smartleaf Asset Management
Massachusetts
$959K