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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
OFG
901
Oxford Financial Group
Indiana
$829K
PEAK6
902
PEAK6
Illinois
$824K
KFGK
903
Keystone Financial Group (Kentucky)
Kentucky
$823K
KFP
904
KMG Fiduciary Partners
Ohio
$819K
DAS
905
Diversify Advisory Services
Utah
$819K
SDAM
906
Shulman DeMeo Asset Management
New York
$818K
BLC
907
Brown, Lisle/Cummings
Rhode Island
$813K
TC
908
TownSquare Capital
Utah
$812K
TPA
909
Trivium Point Advisory
Connecticut
$808K
FNBT
910
FineMark National Bank & Trust
Florida
$807K
BW
911
Basepoint Wealth
Iowa
$803K
AIC
912
Argus Investors Counsel
New York
$801K
CI
913
Cigna Investments
Connecticut
$797K
SBFM
914
S-Bank Fund Management
Finland
$787K
RA
915
Ransom Advisory
Rhode Island
$787K
FFA
916
First Foundation Advisors
California
$783K
CCA
917
Catalyst Capital Advisors
New York
$781K
BMC
918
Benin Management Corp
Connecticut
$780K
ACM
919
Argent Capital Management
Missouri
$778K
KLCM
920
KG&L Capital Management
Louisiana
$777K
SIA
921
Strategic Investment Advisors
Michigan
$775K
AIP
922
Ameritas Investment Partners
Nebraska
$774K
CF
923
Centaurus Financial
California
$771K
SW
924
Simplicity Wealth
New Jersey
$770K
CPW
925
Cove Private Wealth
New York
$768K