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Bank of New York Mellon

1,731 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 217 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
1,731
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
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$94.3M
Principal Financial Group
77
Principal Financial Group
Iowa
$92M
LPL Financial
78
LPL Financial
California
$90.3M
AIM
79
Artemis Investment Management
United Kingdom
$90.3M
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$90.1M
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$89.9M
Bank of Nova Scotia
82
Bank of Nova Scotia
Ontario, Canada
$86.6M
DB
83
Danske Bank
Denmark
$85.8M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
84
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$83.6M
Jane Street
85
Jane Street
New York
$80.9M
Aviva
86
Aviva
United Kingdom
$80M
Universal-Beteiligungs- und Servicegesellschaft
87
Universal-Beteiligungs- und Servicegesellschaft
Germany
$79.1M
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$78.2M
Lazard Asset Management
89
Lazard Asset Management
New York
$74.5M
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$74.1M
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$73.4M
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$73.1M
Man Group
93
Man Group
United Kingdom
$72.7M
Aberdeen Group
94
Aberdeen Group
United Kingdom
$71.8M
Squarepoint
95
Squarepoint
New York
$71.1M
Credit Agricole
96
Credit Agricole
France
$70.5M
ZIG
97
Zurich Insurance Group
Switzerland
$68.3M
Citigroup
98
Citigroup
New York
$67.8M
Korea Investment Corp
99
Korea Investment Corp
South Korea
$66.8M
MGP
100
M&G plc
United Kingdom
$66.2M