BK icon

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
SAM
851
Smartleaf Asset Management
Massachusetts
$959K
SA
852
Sovran Advisors
California
$958K
FAM
853
Formidable Asset Management
Ohio
$956K
WDC
854
Woodward Diversified Capital
California
$940K
FFS
855
Founders Financial Securities
Maryland
$939K
PWPS
856
Pinnacle Wealth Planning Services
Ohio
$938K
TAM
857
Trust Asset Management
Texas
$937K
CSC
858
Caldwell Sutter Capital
California
$922K
PTC
859
Private Trust Company
Ohio
$921K
BIG
860
Builder Investment Group
Georgia
$918K
LA
861
LVW Advisors
New York
$914K
HI
862
Hendershot Investments
Virginia
$914K
FNB
863
Farmers National Bank
Kentucky
$911K
MFIM
864
Mesirow Financial Investment Management
Illinois
$910K
NWWA
865
New Wave Wealth Advisors
Arkansas
$910K
NFG
866
Nations Financial Group
Iowa
$907K
MCM
867
Manchester Capital Management
Vermont
$907K
FAMI
868
Fideuram Asset Management (Ireland)
$905K
HFM
869
Harvest Fund Management
China
$904K
DS
870
DRW Securities
Illinois
$899K
RCM
871
Radnor Capital Management
Pennsylvania
$897K
TL
872
Tradewinds LLC
North Carolina
$895K
SWM
873
Silverlake Wealth Management
Vermont
$894K
AWM
874
Accurate Wealth Management
Florida
$892K
VFA
875
Valeo Financial Advisors
Indiana
$887K