BK icon

Bank of New York Mellon

1,739 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 219 funds opening new positions, 614 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: 83.07%84.4% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 595

1% more call options, than puts

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

Holders
1,739
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
RCAG
1001
Rehmann Capital Advisory Group
Michigan
$604K
SWM
1002
Shepherd Wealth Management
Ohio
$596K
TCWA
1003
Turtle Creek Wealth Advisors
Texas
$595K
SIM
1004
Studio Investment Management
Illinois
$595K
AIM
1005
Alhambra Investment Management
Florida
$595K
FMII
1006
Farmers & Merchants Investments Inc
Nebraska
$594K
HCM
1007
Howard Capital Management
Georgia
$587K
NAAA
1008
New Age Alpha Advisors
New York
$587K
GIA
1009
GHP Investment Advisors
Colorado
$586K
MWM
1010
Modera Wealth Management
New Jersey
$585K
TPI
1011
Trust Point Inc
Wisconsin
$585K
MT
1012
Midwest Trust
Kansas
$581K
SA
1013
Sicart Associates
New York
$580K
TFA
1014
Tranquilli Financial Advisor
New Jersey
$580K
Massachusetts Financial Services
1015
Massachusetts Financial Services
Massachusetts
$579K
GWANC
1016
Guardian Wealth Advisors (North Carolina)
North Carolina
$574K
RWPA
1017
Richard W. Paul & Associates
Michigan
$570K
CAG
1018
Crestwood Advisors Group
Massachusetts
$569K
BHWM
1019
Bar Harbor Wealth Management
New Hampshire
$568K
RWM
1020
Revisor Wealth Management
Ohio
$568K
AC
1021
Avestar Capital
New York
$568K
AR
1022
Apeiron RIA
Texas
$564K
NLP
1023
Next Level Private
New York
$563K
IIM
1024
Ironwood Investment Management
Massachusetts
$563K
DWT
1025
Dorsey & Whitney Trust
South Dakota
$559K