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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
ST
1226
Spinnaker Trust
Maine
$349K
DE
1227
Diversified Enterprises
Delaware
$348K
S
1228
Storgate
Texas
$345K
CMA
1229
Cedar Mountain Advisors
Oregon
$343K
LNB
1230
Ledyard National Bank
$343K
NSIM
1231
North Star Investment Management
Illinois
$343K
GAG
1232
GM Advisory Group
New York
$343K
AWC
1233
Abundance Wealth Counselors
Pennsylvania
$343K
MC
1234
Matisse Capital
Oregon
$341K
PL
1235
Perpetual Ltd
Australia
$341K
HCM
1236
Hengehold Capital Management
Ohio
$339K
VWM
1237
Vigilare Wealth Management
Arizona
$339K
LFAS
1238
Level Four Advisory Services
Texas
$339K
VAM
1239
Verity Asset Management
North Carolina
$338K
SCM
1240
Sage Capital Management
New Jersey
$338K
MIC
1241
Means Investment Company
Maine
$337K
PC
1242
PCB Capital
New Jersey
$336K
AWE
1243
Avidian Wealth Enterprises
Texas
$334K
CT
1244
Chicago Trust
Illinois
$333K
AG
1245
AlTi Global
New York
$333K
HSA
1246
HBK Sorce Advisory
Pennsylvania
$332K
BCM
1247
Brooktree Capital Management
Michigan
$332K
BC
1248
Bayforest Capital
United Kingdom
$332K
AMBIA
1249
Allen Mooney & Barnes Investment Advisors
Georgia
$329K
AA
1250
AlphaCentric Advisors
Puerto Rico
$329K