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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
PE
1151
PCM Encore
Colorado
$402K
SW
1152
SteelPeak Wealth
California
$400K
SDWMA
1153
Schneider Downs Wealth Management Advisors
Pennsylvania
$400K
MA
1154
MONECO Advisors
Connecticut
$400K
MAM
1155
Mystic Asset Management
Rhode Island
$397K
CM
1156
Columbus Macro
Pennsylvania
$397K
HT
1157
Heritage Trust
Oklahoma
$396K
SSC
1158
Syverson Strege & Co
Iowa
$396K
BWM
1159
BlackDiamond Wealth Management
New York
$394K
HCMG
1160
Howard Capital Management Group
California
$393K
TIA
1161
Tiemann Investment Advisors
California
$393K
NG
1162
Novem Group
New York
$393K
CIA
1163
Caerus Investment Advisors
Texas
$392K
MAM
1164
Milestone Asset Management
Pennsylvania
$392K
WA
1165
Wealth Alliance
New York
$392K
YCG
1166
Yeomans Consulting Group
Georgia
$390K
BCG
1167
Breakwater Capital Group
New Jersey
$388K
SMA
1168
Seven Mile Advisory
New Jersey
$388K
KP
1169
Keel Point
Alabama
$387K
KIA
1170
KCM Investment Advisors
California
$387K
GLF
1171
Groupe la Francaise
France
$387K
OWA
1172
One Wealth Advisors
California
$386K
MMA
1173
Miracle Mile Advisors
California
$386K
RCG
1174
Regatta Capital Group
California
$386K
SFP
1175
Sandbox Financial Partners
Maryland
$384K