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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
BA
1151
Bridgewater Advisors
New York
$407K
KF
1152
Krilogy Financial
Missouri
$407K
MA
1153
Montag & Associates
Georgia
$405K
JTF
1154
J. Team Financial
Texas
$404K
IAIM
1155
International Assets Investment Management
Florida
$404K
WWM
1156
Whalen Wealth Management
Nevada
$404K
SB
1157
Strategic Blueprint
Georgia
$403K
NG
1158
Norden Group
Utah
$403K
AO
1159
Advisor OS
Illinois
$403K
PE
1160
PCM Encore
Colorado
$402K
SW
1161
SteelPeak Wealth
California
$400K
SDWMA
1162
Schneider Downs Wealth Management Advisors
Pennsylvania
$400K
MA
1163
MONECO Advisors
Connecticut
$400K
MAM
1164
Mystic Asset Management
Rhode Island
$397K
CM
1165
Columbus Macro
Pennsylvania
$397K
HT
1166
Heritage Trust
Oklahoma
$396K
SSC
1167
Syverson Strege & Co
Iowa
$396K
BWM
1168
BlackDiamond Wealth Management
New York
$394K
HCMG
1169
Howard Capital Management Group
California
$393K
TIA
1170
Tiemann Investment Advisors
California
$393K
NG
1171
Novem Group
New York
$393K
CIA
1172
Caerus Investment Advisors
Texas
$392K
MAM
1173
Milestone Asset Management
Pennsylvania
$392K
WA
1174
Wealth Alliance
New York
$392K
YCG
1175
Yeomans Consulting Group
Georgia
$390K