BK icon

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
DPW
1076
DiNuzzo Private Wealth
Pennsylvania
$488K
MEAC
1077
M.E. Allison & Co
Texas
$486K
CG
1078
Cynosure Group
Utah
$485K
WBCM
1079
Wilson & Boucher Capital Management
California
$484K
BWP
1080
Balboa Wealth Partners
Arizona
$482K
NAS
1081
Nicolet Advisory Services
Wisconsin
$481K
LSA
1082
Leonteq Securities AG
Switzerland
$480K
CCFM
1083
Clear Creek Financial Management
Washington
$479K
BAAM
1084
Baker Avenue Asset Management
California
$478K
AWA
1085
Arete Wealth Advisors
Illinois
$478K
LFA
1086
Legacy Financial Advisors
Kentucky
$477K
HPBT
1087
Hickory Point Bank & Trust
Illinois
$477K
BBA
1088
BLB&B Advisors
Pennsylvania
$477K
SL
1089
Sentinus LLC
Illinois
$477K
HAS
1090
HBW Advisory Services
California
$471K
TCM
1091
Tributary Capital Management
Nebraska
$470K
EPW
1092
Evolve Private Wealth
California
$469K
JGIA
1093
Jackson Grant Investment Advisers
Connecticut
$469K
1WM
1094
1900 Wealth Management
Texas
$467K
SC
1095
Stephenson & Company
California
$467K
RC
1096
RBO & Co
California
$464K
FA
1097
FDx Advisors
Illinois
$464K
LGF
1098
LGT Group Foundation
Liechtenstein
$461K
AWM
1099
Aprio Wealth Management
Georgia
$461K
FMTCOCP
1100
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$460K