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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
AG
1026
Algert Global
California
$551K
AC
1027
Addison Capital
Pennsylvania
$551K
FMLI
1028
Fukoku Mutual Life Insurance
Japan
$550K
WSC
1029
Wellington Shields & Co
New York
$550K
CAM
1030
Cidel Asset Management
Ontario, Canada
$549K
KCP
1031
Kera Capital Partners
California
$549K
BG
1032
Bahl & Gaynor
Ohio
$549K
AC
1033
Apella Capital
Connecticut
$546K
IIM
1034
Invariant Investment Management
Pennsylvania
$545K
JWA
1035
JFS Wealth Advisors
Pennsylvania
$544K
JCM
1036
Janney Capital Management
Pennsylvania
$543K
PI
1037
PFG Investments
New York
$541K
QC
1038
Quent Capital
New York
$540K
QLSGSCF
1039
Quent Long Short Global Small Cap Fund
New York
$540K
AAS
1040
AdviceOne Advisory Services
Connecticut
$535K
MCA
1041
Martin Capital Advisors
Texas
$535K
EW
1042
Evoke Wealth
California
$533K
JCIA
1043
Jackson Creek Investment Advisors
Colorado
$531K
BGAI
1044
Bruce G. Allen Investments
Colorado
$531K
CWP
1045
Cyndeo Wealth Partners
Florida
$531K
SC
1046
Sepio Capital
Utah
$531K
PCIA
1047
Prime Capital Investment Advisors
Kansas
$528K
DWM
1048
Drive Wealth Management
Utah
$525K
ICM
1049
Intrepid Capital Management
Florida
$524K
CFM
1050
Catalyst Funds Management
Australia
$522K