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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
VEA
1201
Virtus ETF Advisers
New York
$362K
BB
1202
Busey Bank
Illinois
$362K
TFA
1203
Trinity Financial Advisors
Ohio
$361K
WC
1204
Waterloo Capital
Texas
$360K
WAP
1205
Wealthcare Advisory Partners
Pennsylvania
$359K
BHBT
1206
Burke & Herbert Bank & Trust
Virginia
$359K
SP
1207
SmartHarvest Portfolios
Washington
$357K
DJSG
1208
D.J. St. Germain
Massachusetts
$353K
EFG
1209
Everhart Financial Group
Ohio
$352K
MWM
1210
MinichMacGregor Wealth Management
New York
$352K
BSB
1211
Bangor Savings Bank
Maine
$352K
IP
1212
Ignite Planners
California
$352K
MA
1213
Mutual Advisors
Nebraska
$351K
OLA
1214
Oliver Luxxe Assets
New Jersey
$350K
MW
1215
Maia Wealth
Colorado
$350K
AIM
1216
Advyzon Investment Management
Illinois
$350K
ST
1217
Spinnaker Trust
Maine
$349K
DE
1218
Diversified Enterprises
Delaware
$348K
S
1219
Storgate
Texas
$345K
CMA
1220
Cedar Mountain Advisors
Oregon
$343K
LNB
1221
Ledyard National Bank
$343K
NSIM
1222
North Star Investment Management
Illinois
$343K
GAG
1223
GM Advisory Group
New York
$343K
AWC
1224
Abundance Wealth Counselors
Pennsylvania
$343K
MC
1225
Matisse Capital
Oregon
$341K