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Bank of New York Mellon

1,738 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, 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
1,738
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
CIA
1251
Capital Investment Advisors
Georgia
$328K
SAA
1252
Southeast Asset Advisors
Georgia
$328K
EH
1253
Equitable Holdings
New York
$326K
CWS
1254
Cypress Wealth Services
California
$326K
PFBT
1255
Parkside Financial Bank & Trust
Missouri
$326K
CNBOF
1256
City National Bank of Florida
Florida
$325K
CCA
1257
Cadent Capital Advisors
Oklahoma
$325K
TCM
1258
TD Capital Management
Tennessee
$325K
RMDI
1259
R.M. Davis Inc
Maine
$325K
JSW
1260
Journey Strategic Wealth
New Jersey
$324K
DOA
1261
D'Orazio & Associates
Virginia
$323K
DCM
1262
DGS Capital Management
New Jersey
$323K
WB
1263
Webster Bank
Connecticut
$321K
IAS
1264
Insigneo Advisory Services
Florida
$321K
WFAG
1265
Wescott Financial Advisory Group
Pennsylvania
$321K
CWM
1266
Chemistry Wealth Management
New York
$321K
OAS
1267
Optivise Advisory Services
Tennessee
$320K
CPA
1268
Capital Performance Advisors
California
$320K
SWM
1269
Stockman Wealth Management
Montana
$319K
OWM
1270
Omnitrust Wealth Management
Florida
$318K
TTIC
1271
Tower Trust & Investment Company
Iowa
$318K
CCT
1272
Chemung Canal Trust
New York
$316K
VWM
1273
Venturi Wealth Management
Texas
$315K
SMC
1274
Smith, Moore & Co
Missouri
$313K
AP
1275
Anchyra Partners
Georgia
$312K