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Bank of New York Mellon

1,737 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, 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: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 595

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,737
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
SMA
1176
Seven Mile Advisory
New Jersey
$388K
KP
1177
Keel Point
Alabama
$387K
KIA
1178
KCM Investment Advisors
California
$387K
GLF
1179
Groupe la Francaise
France
$387K
OWA
1180
One Wealth Advisors
California
$386K
MMA
1181
Miracle Mile Advisors
California
$386K
RCG
1182
Regatta Capital Group
California
$386K
SFP
1183
Sandbox Financial Partners
Maryland
$384K
BFWM
1184
Bright Futures Wealth Management
New York
$383K
CIAS
1185
CFS Investment Advisory Services
New Jersey
$382K
BP
1186
BNP Paribas
France
$381K
BC
1187
Bridgefront Capital
Texas
$378K
PPW
1188
Parcion Private Wealth
Washington
$377K
CCWM
1189
Cassaday & Co Wealth Management
Virginia
$376K
LW
1190
Linscomb Wealth
Texas
$376K
NP
1191
NorthRock Partners
Minnesota
$376K
RZH
1192
Relyea Zuckerberg Hanson
Connecticut
$374K
GWM
1193
Gilpin Wealth Management
Colorado
$374K
KSB
1194
Kennebec Savings Bank
Maine
$373K
FCIM
1195
Fairview Capital Investment Management
California
$373K
ESB
1196
Essex Savings Bank
Connecticut
$373K
MIC
1197
Meridian Investment Counsel
California
$371K
RP
1198
Rice Partnership
Hawaii
$371K
CBA
1199
Coastal Bridge Advisors
Connecticut
$370K
CWM
1200
Calamos Wealth Management
Illinois
$369K