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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
FG
1076
Fiduciary Group
Georgia
$494K
CFSG
1077
Clark Financial Services Group
Missouri
$494K
BMCM
1078
Burns Matteson Capital Management
New York
$493K
SI
1079
Severin Investments
Missouri
$492K
DWP
1080
Daymark Wealth Partners
Ohio
$491K
DBIA
1081
Dumont & Blake Investment Advisors
New Jersey
$491K
Fuller & Thaler Asset Management
1082
Fuller & Thaler Asset Management
California
$490K
SOS
1083
Silver Oak Securities
Tennessee
$489K
DPW
1084
DiNuzzo Private Wealth
Pennsylvania
$488K
MEAC
1085
M.E. Allison & Co
Texas
$486K
CG
1086
Cynosure Group
Utah
$485K
WBCM
1087
Wilson & Boucher Capital Management
California
$484K
BWP
1088
Balboa Wealth Partners
Arizona
$482K
NAS
1089
Nicolet Advisory Services
Wisconsin
$481K
LSA
1090
Leonteq Securities AG
Switzerland
$480K
CCFM
1091
Clear Creek Financial Management
Washington
$479K
BAAM
1092
Baker Avenue Asset Management
California
$478K
AWA
1093
Arete Wealth Advisors
Illinois
$478K
LFA
1094
Legacy Financial Advisors
Kentucky
$477K
HPBT
1095
Hickory Point Bank & Trust
Illinois
$477K
BBA
1096
BLB&B Advisors
Pennsylvania
$477K
SL
1097
Sentinus LLC
Illinois
$477K
HAS
1098
HBW Advisory Services
California
$471K
TCM
1099
Tributary Capital Management
Nebraska
$470K
EPW
1100
Evolve Private Wealth
California
$469K