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Bank of New York Mellon

1,737 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, 595 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:

1.33% more ownership

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

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 595

1% more call options, than puts

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

Holders
1,737
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
G
976
GenTrust
Florida
$641K
MWS
977
MFA Wealth Services
California
$640K
FDP
978
Financiere des Professionnels
Quebec, Canada
$640K
SIM
979
Stratos Investment Management
Ohio
$639K
PTC
980
Philadelphia Trust Company
Pennsylvania
$638K
WA
981
Wealthstar Advisors
Texas
$637K
SC
982
Sapient Capital
Indiana
$636K
FGA
983
Fortis Group Advisors
New Jersey
$633K
AFC
984
Avise Financial Cooperative
California
$630K
FCM
985
Firestone Capital Management
Florida
$628K
CPIA
986
Cornell Pochily Investment Advisors
New York
$628K
LS
987
Livforsakringsbolaget Skandia
Sweden
$625K
TPCW
988
TD Private Client Wealth
New York
$622K
LRIA
989
Leonard Rickey Investment Advisors
Washington
$622K
CC
990
Centiva Capital
New York
$618K
EWM
991
Evercore Wealth Management
New York
$617K
BEAM
992
Baker Ellis Asset Management
Washington
$615K
TCM
993
Teza Capital Management
Illinois
$614K
ANTB
994
AMG National Trust Bank
Colorado
$613K
FAG
995
Fortitude Advisory Group
Washington
$613K
VST
996
Van Strum & Towne
California
$613K
STS
997
SG Trading Solutions
Utah
$609K
AW
998
Alteri Wealth
California
$607K
MA
999
Mezzasalma Advisors
New Jersey
$604K
RCAG
1000
Rehmann Capital Advisory Group
Michigan
$604K