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Bank of New York Mellon

1,732 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, 593 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:

1.32% more ownership

Funds ownership: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 593

1% more call options, than puts

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

Holders
1,732
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
SWA
951
Sax Wealth Advisors
New Jersey
$683K
PCMNC
952
Piedmont Capital Management (North Carolina)
North Carolina
$683K
HIP
953
HUB Investment Partners
Texas
$681K
QT
954
Quantbot Technologies
New York
$674K
GCG
955
Gilbert Capital Group
Maine
$673K
RCA
956
Resonant Capital Advisors
Wisconsin
$673K
WA
957
Westfuller Advisors
New York
$669K
MCC
958
Money Concepts Capital
Florida
$667K
NG
959
Northstar Group
New York
$666K
FBC
960
Fairfield, Bush & Co
Connecticut
$665K
I
961
InceptionR
California
$661K
LJAC
962
L.J. Altfest & Co
New York
$660K
EWA
963
EverSource Wealth Advisors
Alabama
$658K
RL
964
Rogco LP
Oklahoma
$657K
IWA
965
IVC Wealth Advisors
Pennsylvania
$657K
Connor, Clark & Lunn Investment Management (CC&L)
966
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$656K
AGWCA
967
Annis Gardner Whiting Capital Advisors
Florida
$655K
SA
968
SPWM Advisors
Michigan
$653K
RDWM
969
Red Door Wealth Management
Tennessee
$652K
SFWA
970
Summit Financial Wealth Advisors
Louisiana
$652K
SWM
971
SeaCrest Wealth Management
New York
$649K
BTI
972
Blue Trust Inc
Georgia
$646K
SFS
973
Stiles Financial Services
Minnesota
$642K
G
974
GenTrust
Florida
$641K
MWS
975
MFA Wealth Services
California
$640K