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Bank of New York Mellon

1,737 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, 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: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 595

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,737
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
1WM
1101
1900 Wealth Management
Texas
$467K
SC
1102
Stephenson & Company
California
$467K
RC
1103
RBO & Co
California
$464K
FA
1104
FDx Advisors
Illinois
$464K
LGF
1105
LGT Group Foundation
Liechtenstein
$461K
AWM
1106
Aprio Wealth Management
Georgia
$461K
FMTCOCP
1107
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$460K
EWA
1108
Exencial Wealth Advisors
Oklahoma
$460K
CMBA
1109
C.M. Bidwell & Associates
Hawaii
$458K
PCM
1110
Penserra Capital Management
California
$458K
UAG
1111
United Advisor Group
Ohio
$457K
SWM
1112
Stronghold Wealth Management
Florida
$456K
LFA
1113
Laraway Financial Advisors
Minnesota
$456K
BC
1114
Barrett & Company
Rhode Island
$455K
CCMG
1115
Clark Capital Management Group
Pennsylvania
$453K
MO
1116
McMillan Office
Michigan
$453K
VCM
1117
Virtue Capital Management
Tennessee
$453K
APW
1118
Austin Private Wealth
Texas
$450K
FFA
1119
Fragasso Financial Advisors
Pennsylvania
$449K
CI Investments Inc
1120
CI Investments Inc
Ontario, Canada
$448K
IA
1121
IFP Advisors
Florida
$448K
SPC
1122
Sigma Planning Corp
Michigan
$446K
BTW
1123
Boston Trust Walden
Massachusetts
$446K
CFP
1124
Catalyst Financial Partners
Massachusetts
$444K
KW
1125
Keyvantage Wealth
Pennsylvania
$443K