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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
VIP
1051
Vista Investment Partners
Oklahoma
$514K
LFG
1052
Larson Financial Group
Missouri
$513K
RDFA
1053
Ritter Daniher Financial Advisory
Ohio
$512K
BWCS
1054
Beirne Wealth Consulting Services
Connecticut
$511K
OBGC
1055
O'Brien Greene & Co
Pennsylvania
$510K
CA
1056
Claro Advisors
Massachusetts
$509K
PFW
1057
Petros Family Wealth
Minnesota
$508K
MFC
1058
Mechanics Financial Corp
Ohio
$507K
AHL
1059
Abel Hall LLC
Louisiana
$507K
SA
1060
Strategic Advisors
New York
$506K
TCM
1061
Tradewinds Capital Management
Washington
$504K
ICP
1062
Interchange Capital Partners
Pennsylvania
$504K
HH
1063
Hilltop Holdings
Texas
$503K
HA
1064
Hofer & Associates
California
$503K
FMI
1065
Frec Markets Inc
California
$501K
CM
1066
Capula Management
Cayman Islands
$498K
SCP
1067
Sivia Capital Partners
California
$494K
FG
1068
Fiduciary Group
Georgia
$494K
CFSG
1069
Clark Financial Services Group
Missouri
$494K
BMCM
1070
Burns Matteson Capital Management
New York
$493K
SI
1071
Severin Investments
Missouri
$492K
DWP
1072
Daymark Wealth Partners
Ohio
$491K
DBIA
1073
Dumont & Blake Investment Advisors
New Jersey
$491K
Fuller & Thaler Asset Management
1074
Fuller & Thaler Asset Management
California
$490K
SOS
1075
Silver Oak Securities
Tennessee
$489K