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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
BFWM
1176
Bright Futures Wealth Management
New York
$383K
CIAS
1177
CFS Investment Advisory Services
New Jersey
$382K
BP
1178
BNP Paribas
France
$381K
BC
1179
Bridgefront Capital
Texas
$378K
PPW
1180
Parcion Private Wealth
Washington
$377K
CCWM
1181
Cassaday & Co Wealth Management
Virginia
$376K
LW
1182
Linscomb Wealth
Texas
$376K
NP
1183
NorthRock Partners
Minnesota
$376K
RZH
1184
Relyea Zuckerberg Hanson
Connecticut
$374K
GWM
1185
Gilpin Wealth Management
Colorado
$374K
KSB
1186
Kennebec Savings Bank
Maine
$373K
FCIM
1187
Fairview Capital Investment Management
California
$373K
ESB
1188
Essex Savings Bank
Connecticut
$373K
MIC
1189
Meridian Investment Counsel
California
$371K
RP
1190
Rice Partnership
Hawaii
$371K
CBA
1191
Coastal Bridge Advisors
Connecticut
$370K
CWM
1192
Calamos Wealth Management
Illinois
$369K
PCM
1193
Prelude Capital Management
New York
$368K
RC
1194
Roundview Capital
New Jersey
$367K
OKSA
1195
O'Keefe Stevens Advisory
New York
$366K
HTC
1196
Haverford Trust Company
Pennsylvania
$366K
SP
1197
Stablepoint Partners
Massachusetts
$365K
IIC
1198
Ironwood Investment Counsel
Arizona
$365K
QL
1199
Quarry LP
New York
$364K
MIM
1200
Marco Investment Management
Georgia
$363K