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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
MA
1151
Montag & Associates
Georgia
$405K
JTF
1152
J. Team Financial
Texas
$404K
IAIM
1153
International Assets Investment Management
Florida
$404K
WWM
1154
Whalen Wealth Management
Nevada
$404K
SB
1155
Strategic Blueprint
Georgia
$403K
NG
1156
Norden Group
Utah
$403K
AO
1157
Advisor OS
Illinois
$403K
PE
1158
PCM Encore
Colorado
$402K
SW
1159
SteelPeak Wealth
California
$400K
SDWMA
1160
Schneider Downs Wealth Management Advisors
Pennsylvania
$400K
MA
1161
MONECO Advisors
Connecticut
$400K
MAM
1162
Mystic Asset Management
Rhode Island
$397K
CM
1163
Columbus Macro
Pennsylvania
$397K
HT
1164
Heritage Trust
Oklahoma
$396K
SSC
1165
Syverson Strege & Co
Iowa
$396K
BWM
1166
BlackDiamond Wealth Management
New York
$394K
HCMG
1167
Howard Capital Management Group
California
$393K
TIA
1168
Tiemann Investment Advisors
California
$393K
NG
1169
Novem Group
New York
$393K
CIA
1170
Caerus Investment Advisors
Texas
$392K
MAM
1171
Milestone Asset Management
Pennsylvania
$392K
WA
1172
Wealth Alliance
New York
$392K
YCG
1173
Yeomans Consulting Group
Georgia
$390K
BCG
1174
Breakwater Capital Group
New Jersey
$388K
SMA
1175
Seven Mile Advisory
New Jersey
$388K