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Bank of New York Mellon

1,732 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, 593 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:

1.32% more ownership

Funds ownership: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 593

1% more call options, than puts

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

Holders
1,732
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
EH
1251
Equitable Holdings
New York
$326K
CWS
1252
Cypress Wealth Services
California
$326K
PFBT
1253
Parkside Financial Bank & Trust
Missouri
$326K
CNBOF
1254
City National Bank of Florida
Florida
$325K
CCA
1255
Cadent Capital Advisors
Oklahoma
$325K
TCM
1256
TD Capital Management
Tennessee
$325K
RMDI
1257
R.M. Davis Inc
Maine
$325K
JSW
1258
Journey Strategic Wealth
New Jersey
$324K
DOA
1259
D'Orazio & Associates
Virginia
$323K
DCM
1260
DGS Capital Management
New Jersey
$323K
WB
1261
Webster Bank
Connecticut
$321K
IAS
1262
Insigneo Advisory Services
Florida
$321K
WFAG
1263
Wescott Financial Advisory Group
Pennsylvania
$321K
CWM
1264
Chemistry Wealth Management
New York
$321K
OAS
1265
Optivise Advisory Services
Tennessee
$320K
CPA
1266
Capital Performance Advisors
California
$320K
SWM
1267
Stockman Wealth Management
Montana
$319K
OWM
1268
Omnitrust Wealth Management
Florida
$318K
TTIC
1269
Tower Trust & Investment Company
Iowa
$318K
CCT
1270
Chemung Canal Trust
New York
$316K
VWM
1271
Venturi Wealth Management
Texas
$315K
SMC
1272
Smith, Moore & Co
Missouri
$313K
AP
1273
Anchyra Partners
Georgia
$312K
CBT
1274
Crews Bank & Trust
Florida
$311K
RPGK
1275
Retirement Planning Group (Kansas)
Kansas
$311K