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Bank of New York Mellon

1,737 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, 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: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 595

1% more call options, than puts

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

Holders
1,737
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
DE
1226
Diversified Enterprises
Delaware
$348K
S
1227
Storgate
Texas
$345K
CMA
1228
Cedar Mountain Advisors
Oregon
$343K
LNB
1229
Ledyard National Bank
$343K
NSIM
1230
North Star Investment Management
Illinois
$343K
GAG
1231
GM Advisory Group
New York
$343K
AWC
1232
Abundance Wealth Counselors
Pennsylvania
$343K
MC
1233
Matisse Capital
Oregon
$341K
PL
1234
Perpetual Ltd
Australia
$341K
HCM
1235
Hengehold Capital Management
Ohio
$339K
VWM
1236
Vigilare Wealth Management
Arizona
$339K
LFAS
1237
Level Four Advisory Services
Texas
$339K
VAM
1238
Verity Asset Management
North Carolina
$338K
SCM
1239
Sage Capital Management
New Jersey
$338K
MIC
1240
Means Investment Company
Maine
$337K
AWE
1241
Avidian Wealth Enterprises
Texas
$334K
CT
1242
Chicago Trust
Illinois
$333K
AG
1243
AlTi Global
New York
$333K
HSA
1244
HBK Sorce Advisory
Pennsylvania
$332K
BCM
1245
Brooktree Capital Management
Michigan
$332K
BC
1246
Bayforest Capital
United Kingdom
$332K
AMBIA
1247
Allen Mooney & Barnes Investment Advisors
Georgia
$329K
AA
1248
AlphaCentric Advisors
Puerto Rico
$329K
SYBT
1249
Stock Yards Bank & Trust
Kentucky
$328K
CIA
1250
Capital Investment Advisors
Georgia
$328K