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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
PWPS
851
Pinnacle Wealth Planning Services
Ohio
$938K
TAM
852
Trust Asset Management
Texas
$937K
CSC
853
Caldwell Sutter Capital
California
$922K
PTC
854
Private Trust Company
Ohio
$921K
BIG
855
Builder Investment Group
Georgia
$918K
LA
856
LVW Advisors
New York
$914K
HI
857
Hendershot Investments
Virginia
$914K
MFIM
858
Mesirow Financial Investment Management
Illinois
$910K
NWWA
859
New Wave Wealth Advisors
Arkansas
$910K
NFG
860
Nations Financial Group
Iowa
$907K
MCM
861
Manchester Capital Management
Vermont
$907K
FAMI
862
Fideuram Asset Management (Ireland)
$905K
HFM
863
Harvest Fund Management
China
$904K
DS
864
DRW Securities
Illinois
$899K
RCM
865
Radnor Capital Management
Pennsylvania
$897K
TL
866
Tradewinds LLC
North Carolina
$895K
SWM
867
Silverlake Wealth Management
Vermont
$894K
AWM
868
Accurate Wealth Management
Florida
$892K
VFA
869
Valeo Financial Advisors
Indiana
$887K
CAM
870
Congress Asset Management
Massachusetts
$886K
ERSOT
871
Employees Retirement System of Texas
Texas
$884K
DO
872
denkapparat Operations
Germany
$883K
SMA
873
Sage Mountain Advisors
Georgia
$883K
KA
874
Kovack Advisors
Florida
$881K
CCM
875
Chilton Capital Management
Texas
$878K