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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
SC
1101
Stephenson & Company
California
$467K
RC
1102
RBO & Co
California
$464K
FA
1103
FDx Advisors
Illinois
$464K
LGF
1104
LGT Group Foundation
Liechtenstein
$461K
AWM
1105
Aprio Wealth Management
Georgia
$461K
FMTCOCP
1106
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$460K
EWA
1107
Exencial Wealth Advisors
Oklahoma
$460K
CMBA
1108
C.M. Bidwell & Associates
Hawaii
$458K
PCM
1109
Penserra Capital Management
California
$458K
UAG
1110
United Advisor Group
Ohio
$457K
SWM
1111
Stronghold Wealth Management
Florida
$456K
LFA
1112
Laraway Financial Advisors
Minnesota
$456K
BC
1113
Barrett & Company
Rhode Island
$455K
CCMG
1114
Clark Capital Management Group
Pennsylvania
$453K
MO
1115
McMillan Office
Michigan
$453K
VCM
1116
Virtue Capital Management
Tennessee
$453K
APW
1117
Austin Private Wealth
Texas
$450K
FFA
1118
Fragasso Financial Advisors
Pennsylvania
$449K
CI Investments Inc
1119
CI Investments Inc
Ontario, Canada
$448K
IA
1120
IFP Advisors
Florida
$448K
SPC
1121
Sigma Planning Corp
Michigan
$446K
BTW
1122
Boston Trust Walden
Massachusetts
$446K
CFP
1123
Catalyst Financial Partners
Massachusetts
$444K
KW
1124
Keyvantage Wealth
Pennsylvania
$443K
AC
1125
AlphaCore Capital
California
$437K