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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
JGIA
1101
Jackson Grant Investment Advisers
Connecticut
$469K
1WM
1102
1900 Wealth Management
Texas
$467K
SC
1103
Stephenson & Company
California
$467K
RC
1104
RBO & Co
California
$464K
FA
1105
FDx Advisors
Illinois
$464K
LGF
1106
LGT Group Foundation
Liechtenstein
$461K
AWM
1107
Aprio Wealth Management
Georgia
$461K
FMTCOCP
1108
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$460K
EWA
1109
Exencial Wealth Advisors
Oklahoma
$460K
CMBA
1110
C.M. Bidwell & Associates
Hawaii
$458K
PCM
1111
Penserra Capital Management
California
$458K
UAG
1112
United Advisor Group
Ohio
$457K
SWM
1113
Stronghold Wealth Management
Florida
$456K
LFA
1114
Laraway Financial Advisors
Minnesota
$456K
BC
1115
Barrett & Company
Rhode Island
$455K
CCMG
1116
Clark Capital Management Group
Pennsylvania
$453K
MO
1117
McMillan Office
Michigan
$453K
VCM
1118
Virtue Capital Management
Tennessee
$453K
APW
1119
Austin Private Wealth
Texas
$450K
FFA
1120
Fragasso Financial Advisors
Pennsylvania
$449K
CI Investments Inc
1121
CI Investments Inc
Ontario, Canada
$448K
IA
1122
IFP Advisors
Florida
$448K
SPC
1123
Sigma Planning Corp
Michigan
$446K
BTW
1124
Boston Trust Walden
Massachusetts
$446K
CFP
1125
Catalyst Financial Partners
Massachusetts
$444K