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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
SI
1076
Severin Investments
Missouri
$492K
DWP
1077
Daymark Wealth Partners
Ohio
$491K
DBIA
1078
Dumont & Blake Investment Advisors
New Jersey
$491K
Fuller & Thaler Asset Management
1079
Fuller & Thaler Asset Management
California
$490K
SOS
1080
Silver Oak Securities
Tennessee
$489K
DPW
1081
DiNuzzo Private Wealth
Pennsylvania
$488K
MEAC
1082
M.E. Allison & Co
Texas
$486K
CG
1083
Cynosure Group
Utah
$485K
WBCM
1084
Wilson & Boucher Capital Management
California
$484K
BWP
1085
Balboa Wealth Partners
Arizona
$482K
NAS
1086
Nicolet Advisory Services
Wisconsin
$481K
LSA
1087
Leonteq Securities AG
Switzerland
$480K
CCFM
1088
Clear Creek Financial Management
Washington
$479K
BAAM
1089
Baker Avenue Asset Management
California
$478K
AWA
1090
Arete Wealth Advisors
Illinois
$478K
LFA
1091
Legacy Financial Advisors
Kentucky
$477K
HPBT
1092
Hickory Point Bank & Trust
Illinois
$477K
BBA
1093
BLB&B Advisors
Pennsylvania
$477K
SL
1094
Sentinus LLC
Illinois
$477K
LWMPC
1095
Lifetime Wealth Management P.C.
Texas
$474K
HAS
1096
HBW Advisory Services
California
$471K
TCM
1097
Tributary Capital Management
Nebraska
$470K
EPW
1098
Evolve Private Wealth
California
$469K
JGIA
1099
Jackson Grant Investment Advisers
Connecticut
$469K
1WM
1100
1900 Wealth Management
Texas
$467K