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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
AWM
951
Avior Wealth Management
Nebraska
$693K
STB
952
S&T Bank
Pennsylvania
$691K
MPI
953
Mairs & Power Inc
Minnesota
$684K
SWA
954
Sax Wealth Advisors
New Jersey
$683K
PCMNC
955
Piedmont Capital Management (North Carolina)
North Carolina
$683K
HIP
956
HUB Investment Partners
Texas
$681K
QT
957
Quantbot Technologies
New York
$674K
GCG
958
Gilbert Capital Group
Maine
$673K
RCA
959
Resonant Capital Advisors
Wisconsin
$673K
WA
960
Westfuller Advisors
New York
$669K
MCC
961
Money Concepts Capital
Florida
$667K
NG
962
Northstar Group
New York
$666K
FBC
963
Fairfield, Bush & Co
Connecticut
$665K
I
964
InceptionR
California
$661K
LJAC
965
L.J. Altfest & Co
New York
$660K
EWA
966
EverSource Wealth Advisors
Alabama
$658K
RL
967
Rogco LP
Oklahoma
$657K
IWA
968
IVC Wealth Advisors
Pennsylvania
$657K
Connor, Clark & Lunn Investment Management (CC&L)
969
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$656K
AGWCA
970
Annis Gardner Whiting Capital Advisors
Florida
$655K
SA
971
SPWM Advisors
Michigan
$653K
RDWM
972
Red Door Wealth Management
Tennessee
$652K
SFWA
973
Summit Financial Wealth Advisors
Louisiana
$652K
SWM
974
SeaCrest Wealth Management
New York
$649K
BTI
975
Blue Trust Inc
Georgia
$646K