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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
BCG
1176
Breakwater Capital Group
New Jersey
$388K
SMA
1177
Seven Mile Advisory
New Jersey
$388K
KP
1178
Keel Point
Alabama
$387K
KIA
1179
KCM Investment Advisors
California
$387K
GLF
1180
Groupe la Francaise
France
$387K
OWA
1181
One Wealth Advisors
California
$386K
MMA
1182
Miracle Mile Advisors
California
$386K
RCG
1183
Regatta Capital Group
California
$386K
SFP
1184
Sandbox Financial Partners
Maryland
$384K
BFWM
1185
Bright Futures Wealth Management
New York
$383K
CIAS
1186
CFS Investment Advisory Services
New Jersey
$382K
BP
1187
BNP Paribas
France
$381K
BC
1188
Bridgefront Capital
Texas
$378K
PPW
1189
Parcion Private Wealth
Washington
$377K
CCWM
1190
Cassaday & Co Wealth Management
Virginia
$376K
LW
1191
Linscomb Wealth
Texas
$376K
NP
1192
NorthRock Partners
Minnesota
$376K
RZH
1193
Relyea Zuckerberg Hanson
Connecticut
$374K
GWM
1194
Gilpin Wealth Management
Colorado
$374K
KSB
1195
Kennebec Savings Bank
Maine
$373K
FCIM
1196
Fairview Capital Investment Management
California
$373K
ESB
1197
Essex Savings Bank
Connecticut
$373K
RP
1198
Rice Partnership
Hawaii
$371K
MIC
1199
Meridian Investment Counsel
California
$371K
CBA
1200
Coastal Bridge Advisors
Connecticut
$370K