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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
WBG
1026
Wharton Business Group
Pennsylvania
$555K
CCG
1027
Catalina Capital Group
California
$551K
AG
1028
Algert Global
California
$551K
AC
1029
Addison Capital
Pennsylvania
$551K
FMLI
1030
Fukoku Mutual Life Insurance
Japan
$550K
WSC
1031
Wellington Shields & Co
New York
$550K
CAM
1032
Cidel Asset Management
Ontario, Canada
$549K
KCP
1033
Kera Capital Partners
California
$549K
BG
1034
Bahl & Gaynor
Ohio
$549K
AC
1035
Apella Capital
Connecticut
$546K
IIM
1036
Invariant Investment Management
Pennsylvania
$545K
JWA
1037
JFS Wealth Advisors
Pennsylvania
$544K
JCM
1038
Janney Capital Management
Pennsylvania
$543K
PI
1039
PFG Investments
New York
$541K
QC
1040
Quent Capital
New York
$540K
QLSGSCF
1041
Quent Long Short Global Small Cap Fund
New York
$540K
AAS
1042
AdviceOne Advisory Services
Connecticut
$535K
MCA
1043
Martin Capital Advisors
Texas
$535K
EW
1044
Evoke Wealth
California
$533K
JCIA
1045
Jackson Creek Investment Advisors
Colorado
$531K
BGAI
1046
Bruce G. Allen Investments
Colorado
$531K
CWP
1047
Cyndeo Wealth Partners
Florida
$531K
SC
1048
Sepio Capital
Utah
$531K
PCIA
1049
Prime Capital Investment Advisors
Kansas
$528K
DWM
1050
Drive Wealth Management
Utah
$525K