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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
GIA
1001
GHP Investment Advisors
Colorado
$586K
MWM
1002
Modera Wealth Management
New Jersey
$585K
TPI
1003
Trust Point Inc
Wisconsin
$585K
MT
1004
Midwest Trust
Kansas
$581K
SA
1005
Sicart Associates
New York
$580K
TFA
1006
Tranquilli Financial Advisor
New Jersey
$580K
Massachusetts Financial Services
1007
Massachusetts Financial Services
Massachusetts
$579K
GWANC
1008
Guardian Wealth Advisors (North Carolina)
North Carolina
$574K
RWPA
1009
Richard W. Paul & Associates
Michigan
$570K
CAG
1010
Crestwood Advisors Group
Massachusetts
$569K
BHWM
1011
Bar Harbor Wealth Management
New Hampshire
$568K
RWM
1012
Revisor Wealth Management
Ohio
$568K
AC
1013
Avestar Capital
New York
$568K
AR
1014
Apeiron RIA
Texas
$564K
NLP
1015
Next Level Private
New York
$563K
IIM
1016
Ironwood Investment Management
Massachusetts
$563K
DWT
1017
Dorsey & Whitney Trust
South Dakota
$559K
NB
1018
Northwest Bancshares
Pennsylvania
$555K
WBG
1019
Wharton Business Group
Pennsylvania
$555K
CCG
1020
Catalina Capital Group
California
$551K
AG
1021
Algert Global
California
$551K
AC
1022
Addison Capital
Pennsylvania
$551K
FMLI
1023
Fukoku Mutual Life Insurance
Japan
$550K
WSC
1024
Wellington Shields & Co
New York
$550K
CAM
1025
Cidel Asset Management
Ontario, Canada
$549K