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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
SS
826
Sunbelt Securities
Texas
$1M
CIC
827
Crawford Investment Counsel
Georgia
$1M
TMC
828
Themes Management Co
Connecticut
$999K
I
829
INVST
Indiana
$996K
OWA
830
Outlook Wealth Advisors
Texas
$994K
FIA
831
Foundations Investment Advisors
Arizona
$992K
WOSD
832
WFA of San Diego
California
$990K
QI
833
Qtron Investments
Massachusetts
$986K
SFS
834
Summit Financial Strategies
Ohio
$984K
CA
835
Clearstead Advisors
Ohio
$982K
JWM
836
Jeppson Wealth Management
California
$981K
SFS
837
Sowell Financial Services
Arkansas
$980K
IC
838
Inscription Capital
Texas
$978K
HIA
839
Harbor Investment Advisory
Maryland
$973K
MGIA
840
Moneta Group Investment Advisors
Missouri
$969K
KCM
841
Kathmere Capital Management
Pennsylvania
$969K
GWMR
842
GC Wealth Management RIA
Massachusetts
$967K
WQ
843
Wealth Quarterback
New Jersey
$966K
WPC
844
Wedmont Private Capital
Pennsylvania
$963K
CNBT
845
Canandaigua National Bank & Trust
New York
$962K
SAM
846
Smartleaf Asset Management
Massachusetts
$959K
SA
847
Sovran Advisors
California
$958K
FAM
848
Formidable Asset Management
Ohio
$956K
WDC
849
Woodward Diversified Capital
California
$940K
FFS
850
Founders Financial Securities
Maryland
$939K