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Bank of New York Mellon

1,719 hedge funds and large institutions have $67.9B invested in Bank of New York Mellon in 2025 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 609 increasing their positions, 592 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:

3% more repeat investments, than reductions

Existing positions increased: 609 | Existing positions reduced: 592

0.91% more ownership

Funds ownership: 83.06%83.97% (+0.91%)

1% more call options, than puts

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

Holders
1,719
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
GCG
951
Gilbert Capital Group
Maine
$673K
RCA
952
Resonant Capital Advisors
Wisconsin
$673K
WA
953
Westfuller Advisors
New York
$669K
MCC
954
Money Concepts Capital
Florida
$667K
NG
955
Northstar Group
New York
$666K
FBC
956
Fairfield, Bush & Co
Connecticut
$665K
I
957
InceptionR
California
$661K
LJAC
958
L.J. Altfest & Co
New York
$660K
EWA
959
EverSource Wealth Advisors
Alabama
$658K
RL
960
Rogco LP
Oklahoma
$657K
IWA
961
IVC Wealth Advisors
Pennsylvania
$657K
Connor, Clark & Lunn Investment Management (CC&L)
962
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$656K
AGWCA
963
Annis Gardner Whiting Capital Advisors
Florida
$655K
SA
964
SPWM Advisors
Michigan
$653K
RDWM
965
Red Door Wealth Management
Tennessee
$652K
SFWA
966
Summit Financial Wealth Advisors
Louisiana
$652K
SWM
967
SeaCrest Wealth Management
New York
$649K
BTI
968
Blue Trust Inc
Georgia
$646K
SFS
969
Stiles Financial Services
Minnesota
$642K
G
970
GenTrust
Florida
$641K
MWS
971
MFA Wealth Services
California
$640K
FDP
972
Financiere des Professionnels
Quebec, Canada
$640K
SIM
973
Stratos Investment Management
Ohio
$639K
PTC
974
Philadelphia Trust Company
Pennsylvania
$638K
WA
975
Wealthstar Advisors
Texas
$637K