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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
KW
1126
Keyvantage Wealth
Pennsylvania
$443K
AC
1127
AlphaCore Capital
California
$437K
BFA
1128
Brendel Financial Advisors
New Hampshire
$433K
WCP
1129
Welch Capital Partners
New York
$430K
MHC
1130
Meyer Handelman Company
New York
$429K
PCA
1131
Peddock Capital Advisors
Massachusetts
$428K
CRC
1132
Curi RMB Capital
Illinois
$428K
TWM
1133
Troutman Wealth Management
Pennsylvania
$427K
SIA
1134
Sage Investment Advisers
New York
$427K
PP
1135
PDS Planning
Ohio
$426K
WA
1136
Waddell & Associates
Tennessee
$426K
OL
1137
Optas LLC
Texas
$426K
TW
1138
TritonPoint Wealth
Maryland
$421K
QWP
1139
Quotient Wealth Partners
Texas
$418K
TPCM
1140
Templeton & Phillips Capital Management
Tennessee
$418K
BAM
1141
Berkshire Asset Management
Pennsylvania
$418K
IAN
1142
Integrated Advisors Network
Texas
$416K
SVWAG
1143
Sound View Wealth Advisors Group
Georgia
$416K
LAM
1144
L2 Asset Management
Massachusetts
$415K
TCBWMS
1145
Texas Capital Bank Wealth Management Services
Texas
$413K
APM
1146
a16z Perennial Management
California
$412K
HI
1147
Hudock Inc
Pennsylvania
$409K
CAU
1148
Caxton Associates (UK)
$409K
VF
1149
Virtu Financial
New York
$408K
SQA
1150
Simon Quick Advisors
New Jersey
$407K