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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
PP
1126
PDS Planning
Ohio
$426K
WA
1127
Waddell & Associates
Tennessee
$426K
OL
1128
Optas LLC
Texas
$426K
TW
1129
TritonPoint Wealth
Maryland
$421K
QWP
1130
Quotient Wealth Partners
Texas
$418K
TPCM
1131
Templeton & Phillips Capital Management
Tennessee
$418K
BAM
1132
Berkshire Asset Management
Pennsylvania
$418K
IAN
1133
Integrated Advisors Network
Texas
$416K
SVWAG
1134
Sound View Wealth Advisors Group
Georgia
$416K
LAM
1135
L2 Asset Management
Massachusetts
$415K
TCBWMS
1136
Texas Capital Bank Wealth Management Services
Texas
$413K
APM
1137
a16z Perennial Management
California
$412K
HI
1138
Hudock Inc
Pennsylvania
$409K
CAU
1139
Caxton Associates (UK)
$409K
VF
1140
Virtu Financial
New York
$408K
SQA
1141
Simon Quick Advisors
New Jersey
$407K
BA
1142
Bridgewater Advisors
New York
$407K
KF
1143
Krilogy Financial
Missouri
$407K
MA
1144
Montag & Associates
Georgia
$405K
JTF
1145
J. Team Financial
Texas
$404K
IAIM
1146
International Assets Investment Management
Florida
$404K
WWM
1147
Whalen Wealth Management
Nevada
$404K
SB
1148
Strategic Blueprint
Georgia
$403K
NG
1149
Norden Group
Utah
$403K
AO
1150
Advisor OS
Illinois
$403K