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