BK icon

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
SIM
1001
Studio Investment Management
Illinois
$595K
AIM
1002
Alhambra Investment Management
Florida
$595K
FMII
1003
Farmers & Merchants Investments Inc
Nebraska
$594K
HCM
1004
Howard Capital Management
Georgia
$587K
NAAA
1005
New Age Alpha Advisors
New York
$587K
GIA
1006
GHP Investment Advisors
Colorado
$586K
MWM
1007
Modera Wealth Management
New Jersey
$585K
TPI
1008
Trust Point Inc
Wisconsin
$585K
MT
1009
Midwest Trust
Kansas
$581K
SA
1010
Sicart Associates
New York
$580K
TFA
1011
Tranquilli Financial Advisor
New Jersey
$580K
Massachusetts Financial Services
1012
Massachusetts Financial Services
Massachusetts
$579K
GWANC
1013
Guardian Wealth Advisors (North Carolina)
North Carolina
$574K
RWPA
1014
Richard W. Paul & Associates
Michigan
$570K
CAG
1015
Crestwood Advisors Group
Massachusetts
$569K
BHWM
1016
Bar Harbor Wealth Management
New Hampshire
$568K
RWM
1017
Revisor Wealth Management
Ohio
$568K
AC
1018
Avestar Capital
New York
$568K
AR
1019
Apeiron RIA
Texas
$564K
NLP
1020
Next Level Private
New York
$563K
IIM
1021
Ironwood Investment Management
Massachusetts
$563K
DWT
1022
Dorsey & Whitney Trust
South Dakota
$559K
NB
1023
Northwest Bancshares
Pennsylvania
$555K
WBG
1024
Wharton Business Group
Pennsylvania
$555K
CCG
1025
Catalina Capital Group
California
$551K