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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
SWM
1001
Shepherd Wealth Management
Ohio
$596K
TCWA
1002
Turtle Creek Wealth Advisors
Texas
$595K
SIM
1003
Studio Investment Management
Illinois
$595K
AIM
1004
Alhambra Investment Management
Florida
$595K
FMII
1005
Farmers & Merchants Investments Inc
Nebraska
$594K
HCM
1006
Howard Capital Management
Georgia
$587K
NAAA
1007
New Age Alpha Advisors
New York
$587K
GIA
1008
GHP Investment Advisors
Colorado
$586K
MWM
1009
Modera Wealth Management
New Jersey
$585K
TPI
1010
Trust Point Inc
Wisconsin
$585K
MT
1011
Midwest Trust
Kansas
$581K
SA
1012
Sicart Associates
New York
$580K
TFA
1013
Tranquilli Financial Advisor
New Jersey
$580K
Massachusetts Financial Services
1014
Massachusetts Financial Services
Massachusetts
$579K
GWANC
1015
Guardian Wealth Advisors (North Carolina)
North Carolina
$574K
RWPA
1016
Richard W. Paul & Associates
Michigan
$570K
CAG
1017
Crestwood Advisors Group
Massachusetts
$569K
BHWM
1018
Bar Harbor Wealth Management
New Hampshire
$568K
RWM
1019
Revisor Wealth Management
Ohio
$568K
AC
1020
Avestar Capital
New York
$568K
AR
1021
Apeiron RIA
Texas
$564K
NLP
1022
Next Level Private
New York
$563K
IIM
1023
Ironwood Investment Management
Massachusetts
$563K
DWT
1024
Dorsey & Whitney Trust
South Dakota
$559K
NB
1025
Northwest Bancshares
Pennsylvania
$555K