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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
CP
926
CenterBook Partners
Connecticut
$759K
VCM
927
Versant Capital Management
Arizona
$754K
SAI
928
Savvy Advisors Inc
New York
$751K
FFG
929
Frisch Financial Group
New York
$747K
MYIA
930
Mount Yale Investment Advisors
Colorado
$745K
PI
931
PineBridge Investments
New York
$745K
KIM
932
Kane Investment Management
California
$744K
SSCA
933
South Shore Capital Advisors
Massachusetts
$737K
BBA
934
Baader Bank Aktiengesellschaft
Germany
$733K
SLG
935
Stanley-Laman Group
Pennsylvania
$733K
WJWM
936
Williams Jones Wealth Management
New York
$732K
DW30
937
Drucker Wealth 3.0
New Jersey
$727K
CL
938
CSS LLC
Illinois
$726K
CTC
939
Central Trust Company
Missouri
$724K
ILI
940
Invesco LLC (Illinois)
Illinois
$723K
BFA
941
Bill Few Associates
Pennsylvania
$719K
NAM
942
NorthCrest Asset Manangement
Minnesota
$717K
TSW
943
Thompson Siegel & Walmsley
Virginia
$716K
FNBTCON
944
First National Bank & Trust Co of Newtown
Pennsylvania
$712K
Koshinski Asset Management
945
Koshinski Asset Management
Illinois
$703K
WF
946
Warner Financial
Maryland
$700K
PWMAG
947
Pinnacle Wealth Management Advisory Group
New Jersey
$699K
IA
948
IFG Advisors
Missouri
$696K
FAL
949
Focused Alpha LLC
Colorado
$694K
AWM
950
Avior Wealth Management
Nebraska
$693K