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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
JSW
1251
Journey Strategic Wealth
New Jersey
$324K
DOA
1252
D'Orazio & Associates
Virginia
$323K
DCM
1253
DGS Capital Management
New Jersey
$323K
WB
1254
Webster Bank
Connecticut
$321K
IAS
1255
Insigneo Advisory Services
Florida
$321K
WFAG
1256
Wescott Financial Advisory Group
Pennsylvania
$321K
CWM
1257
Chemistry Wealth Management
New York
$321K
OAS
1258
Optivise Advisory Services
Tennessee
$320K
CPA
1259
Capital Performance Advisors
California
$320K
SWM
1260
Stockman Wealth Management
Montana
$319K
OWM
1261
Omnitrust Wealth Management
Florida
$318K
TTIC
1262
Tower Trust & Investment Company
Iowa
$318K
CCT
1263
Chemung Canal Trust
New York
$316K
VWM
1264
Venturi Wealth Management
Texas
$315K
SMC
1265
Smith, Moore & Co
Missouri
$313K
AP
1266
Anchyra Partners
Georgia
$312K
CBT
1267
Crews Bank & Trust
Florida
$311K
RPGK
1268
Retirement Planning Group (Kansas)
Kansas
$311K
AAS
1269
Ameritas Advisory Services
Nebraska
$311K
MCM
1270
Monument Capital Management
Virginia
$310K
RT
1271
Rockland Trust
Massachusetts
$310K
FLII
1272
First Long Island Investors
New York
$309K
MCM
1273
Magnolia Capital Management
New York
$308K
FFG
1274
Fiduciary Financial Group
California
$307K
SEIA
1275
Signature Estate & Investment Advisors
California
$306K