BK icon

Bank of New York Mellon

1,739 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 219 funds opening new positions, 614 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: 83.07%84.4% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 595

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,739
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
DWM
1051
Drive Wealth Management
Utah
$525K
ICM
1052
Intrepid Capital Management
Florida
$524K
CFM
1053
Catalyst Funds Management
Australia
$522K
PCS
1054
Personal CFO Solutions
New Jersey
$522K
MBI
1055
May Barnhard Investments
Maryland
$521K
FCH
1056
Freestone Capital Holdings
Washington
$518K
AWM
1057
Angeles Wealth Management
California
$518K
JFA
1058
JNBA Financial Advisors
Minnesota
$514K
VIP
1059
Vista Investment Partners
Oklahoma
$514K
LFG
1060
Larson Financial Group
Missouri
$513K
RDFA
1061
Ritter Daniher Financial Advisory
Ohio
$512K
BWCS
1062
Beirne Wealth Consulting Services
Connecticut
$511K
OBGC
1063
O'Brien Greene & Co
Pennsylvania
$510K
CA
1064
Claro Advisors
Massachusetts
$509K
PFW
1065
Petros Family Wealth
Minnesota
$508K
MFC
1066
Mechanics Financial Corp
Ohio
$507K
AHL
1067
Abel Hall LLC
Louisiana
$507K
SA
1068
Strategic Advisors
New York
$506K
TCM
1069
Tradewinds Capital Management
Washington
$504K
ICP
1070
Interchange Capital Partners
Pennsylvania
$504K
HH
1071
Hilltop Holdings
Texas
$503K
HA
1072
Hofer & Associates
California
$503K
FMI
1073
Frec Markets Inc
California
$501K
CM
1074
Capula Management
Cayman Islands
$498K
SCP
1075
Sivia Capital Partners
California
$494K