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Bank of New York Mellon

1,718 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, 591 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: 591

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
1,718
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
CMBA
1101
C.M. Bidwell & Associates
Hawaii
$458K
PCM
1102
Penserra Capital Management
California
$458K
UAG
1103
United Advisor Group
Ohio
$457K
SWM
1104
Stronghold Wealth Management
Florida
$456K
LFA
1105
Laraway Financial Advisors
Minnesota
$456K
BC
1106
Barrett & Company
Rhode Island
$455K
CCMG
1107
Clark Capital Management Group
Pennsylvania
$453K
MO
1108
McMillan Office
Michigan
$453K
VCM
1109
Virtue Capital Management
Tennessee
$453K
APW
1110
Austin Private Wealth
Texas
$450K
FFA
1111
Fragasso Financial Advisors
Pennsylvania
$449K
CI Investments Inc
1112
CI Investments Inc
Ontario, Canada
$448K
IA
1113
IFP Advisors
Florida
$448K
SPC
1114
Sigma Planning Corp
Michigan
$446K
BTW
1115
Boston Trust Walden
Massachusetts
$446K
CFP
1116
Catalyst Financial Partners
Massachusetts
$444K
KW
1117
Keyvantage Wealth
Pennsylvania
$443K
AC
1118
AlphaCore Capital
California
$437K
BFA
1119
Brendel Financial Advisors
New Hampshire
$433K
WCP
1120
Welch Capital Partners
New York
$430K
MHC
1121
Meyer Handelman Company
New York
$429K
PCA
1122
Peddock Capital Advisors
Massachusetts
$428K
CRC
1123
Curi RMB Capital
Illinois
$428K
TWM
1124
Troutman Wealth Management
Pennsylvania
$427K
SIA
1125
Sage Investment Advisers
New York
$427K