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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
FDP
976
Financiere des Professionnels
Quebec, Canada
$640K
SIM
977
Stratos Investment Management
Ohio
$639K
PTC
978
Philadelphia Trust Company
Pennsylvania
$638K
WA
979
Wealthstar Advisors
Texas
$637K
SC
980
Sapient Capital
Indiana
$636K
FGA
981
Fortis Group Advisors
New Jersey
$633K
AFC
982
Avise Financial Cooperative
California
$630K
FCM
983
Firestone Capital Management
Florida
$628K
CPIA
984
Cornell Pochily Investment Advisors
New York
$628K
LS
985
Livforsakringsbolaget Skandia
Sweden
$625K
TPCW
986
TD Private Client Wealth
New York
$622K
LRIA
987
Leonard Rickey Investment Advisors
Washington
$622K
CC
988
Centiva Capital
New York
$618K
EWM
989
Evercore Wealth Management
New York
$617K
BEAM
990
Baker Ellis Asset Management
Washington
$615K
TCM
991
Teza Capital Management
Illinois
$614K
ANTB
992
AMG National Trust Bank
Colorado
$613K
FAG
993
Fortitude Advisory Group
Washington
$613K
VST
994
Van Strum & Towne
California
$613K
STSL
995
SG Trading Solutions, LLC
Utah
$609K
AW
996
Alteri Wealth
California
$607K
MA
997
Mezzasalma Advisors
New Jersey
$604K
RCAG
998
Rehmann Capital Advisory Group
Michigan
$604K
SWM
999
Shepherd Wealth Management
Ohio
$596K
TCWA
1000
Turtle Creek Wealth Advisors
Texas
$595K