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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
CWM
1201
Calamos Wealth Management
Illinois
$369K
PCM
1202
Prelude Capital Management
New York
$368K
RC
1203
Roundview Capital
New Jersey
$367K
OKSA
1204
O'Keefe Stevens Advisory
New York
$366K
HTC
1205
Haverford Trust Company
Pennsylvania
$366K
SP
1206
Stablepoint Partners
Massachusetts
$365K
IIC
1207
Ironwood Investment Counsel
Arizona
$365K
QL
1208
Quarry LP
New York
$364K
MIM
1209
Marco Investment Management
Georgia
$363K
VEA
1210
Virtus ETF Advisers
New York
$362K
BB
1211
Busey Bank
Illinois
$362K
TFA
1212
Trinity Financial Advisors
Ohio
$361K
WC
1213
Waterloo Capital
Texas
$360K
WAP
1214
Wealthcare Advisory Partners
Pennsylvania
$359K
BHBT
1215
Burke & Herbert Bank & Trust
Virginia
$359K
SP
1216
SmartHarvest Portfolios
Washington
$357K
DJSG
1217
D.J. St. Germain
Massachusetts
$353K
EFG
1218
Everhart Financial Group
Ohio
$352K
MWM
1219
MinichMacGregor Wealth Management
New York
$352K
BSB
1220
Bangor Savings Bank
Maine
$352K
IP
1221
Ignite Planners
California
$352K
MA
1222
Mutual Advisors
Nebraska
$351K
OLA
1223
Oliver Luxxe Assets
New Jersey
$350K
MW
1224
Maia Wealth
Colorado
$350K
AIM
1225
Advyzon Investment Management
Illinois
$350K