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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
RA
1276
Riversedge Advisors
Delaware
$306K
MIM
1277
Macroview Investment Management
Maryland
$305K
AA
1278
Alta Advisers
United Kingdom
$305K
WTA
1279
Washington Trust Advisors
Massachusetts
$303K
PWW
1280
Pettyjohn Wood & White
Virginia
$303K
WF
1281
WoodTrust Financial
Wisconsin
$302K
MWM
1282
Modern Wealth Management
Kansas
$302K
WMS
1283
Wealth Management Strategies
Pennsylvania
$300K
WMA
1284
Wealth Management Associates
New Jersey
$299K
AWMG
1285
Alliance Wealth Management Group
New Jersey
$299K
TCM
1286
Towercrest Capital Management
Pennsylvania
$299K
7WCP
1287
71 West Capital Partners
Massachusetts
$299K
CGL
1288
Clarius Group LLC
Washington
$298K
BIA
1289
Bell Investment Advisors
California
$297K
EFG
1290
Ethos Financial Group
Pennsylvania
$297K
OAM
1291
Oberweis Asset Management
Illinois
$296K
MHIC
1292
Marble Harbor Investment Counsel
Massachusetts
$296K
WP
1293
WealthShield Partners
North Carolina
$294K
MCWA
1294
Meadow Creek Wealth Advisors
Georgia
$294K
EA
1295
Everpar Advisors
Oklahoma
$293K
WFA
1296
Wellspring Financial Advisors
Ohio
$293K
GVAG
1297
Great Valley Advisor Group
Delaware
$292K
FHC
1298
First Heartland Consultants
Missouri
$292K
ACI
1299
Alpha Cubed Investments
California
$291K
SS
1300
SBI Securities
Japan
$291K