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Bank of New York Mellon

1,732 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, 593 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:

1.32% more ownership

Funds ownership: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 593

1% more call options, than puts

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

Holders
1,732
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
RC
1201
Roundview Capital
New Jersey
$367K
OKSA
1202
O'Keefe Stevens Advisory
New York
$366K
HTC
1203
Haverford Trust Company
Pennsylvania
$366K
SP
1204
Stablepoint Partners
Massachusetts
$365K
IIC
1205
Ironwood Investment Counsel
Arizona
$365K
QL
1206
Quarry LP
New York
$364K
MIM
1207
Marco Investment Management
Georgia
$363K
VEA
1208
Virtus ETF Advisers
New York
$362K
BB
1209
Busey Bank
Illinois
$362K
TFA
1210
Trinity Financial Advisors
Ohio
$361K
WC
1211
Waterloo Capital
Texas
$360K
WAP
1212
Wealthcare Advisory Partners
Pennsylvania
$359K
BHBT
1213
Burke & Herbert Bank & Trust
Virginia
$359K
SP
1214
SmartHarvest Portfolios
Washington
$357K
DJSG
1215
D.J. St. Germain
Massachusetts
$353K
EFG
1216
Everhart Financial Group
Ohio
$352K
MWM
1217
MinichMacGregor Wealth Management
New York
$352K
BSB
1218
Bangor Savings Bank
Maine
$352K
IP
1219
Ignite Planners
California
$352K
MA
1220
Mutual Advisors
Nebraska
$351K
OLA
1221
Oliver Luxxe Assets
New Jersey
$350K
MW
1222
Maia Wealth
Colorado
$350K
AIM
1223
Advyzon Investment Management
Illinois
$350K
ST
1224
Spinnaker Trust
Maine
$349K
DE
1225
Diversified Enterprises
Delaware
$348K