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Bank of New York Mellon

1,739 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 219 funds opening new positions, 614 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: 83.07%84.4% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 595

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,739
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
CPW
926
Cove Private Wealth
New York
$768K
CP
927
CenterBook Partners
Connecticut
$759K
VCM
928
Versant Capital Management
Arizona
$754K
SAI
929
Savvy Advisors Inc
New York
$751K
FFG
930
Frisch Financial Group
New York
$747K
MYIA
931
Mount Yale Investment Advisors
Colorado
$745K
PI
932
PineBridge Investments
New York
$745K
KIM
933
Kane Investment Management
California
$744K
SSCA
934
South Shore Capital Advisors
Massachusetts
$737K
BBA
935
Baader Bank Aktiengesellschaft
Germany
$733K
SLG
936
Stanley-Laman Group
Pennsylvania
$733K
WJWM
937
Williams Jones Wealth Management
New York
$732K
DW30
938
Drucker Wealth 3.0
New Jersey
$727K
CL
939
CSS LLC
Illinois
$726K
CTC
940
Central Trust Company
Missouri
$724K
ILI
941
Invesco LLC (Illinois)
Illinois
$723K
BFA
942
Bill Few Associates
Pennsylvania
$719K
NAM
943
NorthCrest Asset Manangement
Minnesota
$717K
TSW
944
Thompson Siegel & Walmsley
Virginia
$716K
FNBTCON
945
First National Bank & Trust Co of Newtown
Pennsylvania
$712K
Koshinski Asset Management
946
Koshinski Asset Management
Illinois
$703K
WF
947
Warner Financial
Maryland
$700K
PWMAG
948
Pinnacle Wealth Management Advisory Group
New Jersey
$699K
IA
949
IFG Advisors
Missouri
$696K
FAL
950
Focused Alpha LLC
Colorado
$694K