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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
PL
1226
Perpetual Ltd
Australia
$341K
HCM
1227
Hengehold Capital Management
Ohio
$339K
VWM
1228
Vigilare Wealth Management
Arizona
$339K
LFAS
1229
Level Four Advisory Services
Texas
$339K
VAM
1230
Verity Asset Management
North Carolina
$338K
SCM
1231
Sage Capital Management
New Jersey
$338K
MIC
1232
Means Investment Company
Maine
$337K
AWE
1233
Avidian Wealth Enterprises
Texas
$334K
CT
1234
Chicago Trust
Illinois
$333K
AG
1235
AlTi Global
New York
$333K
HSA
1236
HBK Sorce Advisory
Pennsylvania
$332K
BCM
1237
Brooktree Capital Management
Michigan
$332K
BC
1238
Bayforest Capital
United Kingdom
$332K
AMBIA
1239
Allen Mooney & Barnes Investment Advisors
Georgia
$329K
AA
1240
AlphaCentric Advisors
Puerto Rico
$329K
SYBT
1241
Stock Yards Bank & Trust
Kentucky
$328K
CIA
1242
Capital Investment Advisors
Georgia
$328K
SAA
1243
Southeast Asset Advisors
Georgia
$328K
EH
1244
Equitable Holdings
New York
$326K
CWS
1245
Cypress Wealth Services
California
$326K
PFBT
1246
Parkside Financial Bank & Trust
Missouri
$326K
CNBOF
1247
City National Bank of Florida
Florida
$325K
CCA
1248
Cadent Capital Advisors
Oklahoma
$325K
TCM
1249
TD Capital Management
Tennessee
$325K
RMDI
1250
R.M. Davis Inc
Maine
$325K