BK icon

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
KCP
1026
Kera Capital Partners
California
$549K
BG
1027
Bahl & Gaynor
Ohio
$549K
AC
1028
Apella Capital
Connecticut
$546K
IIM
1029
Invariant Investment Management
Pennsylvania
$545K
JWA
1030
JFS Wealth Advisors
Pennsylvania
$544K
JCM
1031
Janney Capital Management
Pennsylvania
$543K
PI
1032
PFG Investments
New York
$541K
QC
1033
Quent Capital
New York
$540K
QLSGSCF
1034
Quent Long Short Global Small Cap Fund
New York
$540K
AAS
1035
AdviceOne Advisory Services
Connecticut
$535K
MCA
1036
Martin Capital Advisors
Texas
$535K
EW
1037
Evoke Wealth
California
$533K
JCIA
1038
Jackson Creek Investment Advisors
Colorado
$531K
BGAI
1039
Bruce G. Allen Investments
Colorado
$531K
CWP
1040
Cyndeo Wealth Partners
Florida
$531K
SC
1041
Sepio Capital
Utah
$531K
PCIA
1042
Prime Capital Investment Advisors
Kansas
$528K
DWM
1043
Drive Wealth Management
Utah
$525K
ICM
1044
Intrepid Capital Management
Florida
$524K
CFM
1045
Catalyst Funds Management
Australia
$522K
PCS
1046
Personal CFO Solutions
New Jersey
$522K
MBI
1047
May Barnhard Investments
Maryland
$521K
FCH
1048
Freestone Capital Holdings
Washington
$518K
AWM
1049
Angeles Wealth Management
California
$518K
JFA
1050
JNBA Financial Advisors
Minnesota
$514K