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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
SC
976
Sapient Capital
Indiana
$636K
FGA
977
Fortis Group Advisors
New Jersey
$633K
AFC
978
Avise Financial Cooperative
California
$630K
FCM
979
Firestone Capital Management
Florida
$628K
CPIA
980
Cornell Pochily Investment Advisors
New York
$628K
LS
981
Livforsakringsbolaget Skandia
Sweden
$625K
TPCW
982
TD Private Client Wealth
New York
$622K
LRIA
983
Leonard Rickey Investment Advisors
Washington
$622K
CC
984
Centiva Capital
New York
$618K
EWM
985
Evercore Wealth Management
New York
$617K
BEAM
986
Baker Ellis Asset Management
Washington
$615K
TCM
987
Teza Capital Management
Illinois
$614K
ANTB
988
AMG National Trust Bank
Colorado
$613K
FAG
989
Fortitude Advisory Group
Washington
$613K
VST
990
Van Strum & Towne
California
$613K
STSL
991
SG Trading Solutions, LLC
Utah
$609K
AW
992
Alteri Wealth
California
$607K
MA
993
Mezzasalma Advisors
New Jersey
$604K
SWM
994
Shepherd Wealth Management
Ohio
$596K
TCWA
995
Turtle Creek Wealth Advisors
Texas
$595K
SIM
996
Studio Investment Management
Illinois
$595K
AIM
997
Alhambra Investment Management
Florida
$595K
FMII
998
Farmers & Merchants Investments Inc
Nebraska
$594K
HCM
999
Howard Capital Management
Georgia
$587K
NAAA
1000
New Age Alpha Advisors
New York
$587K