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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
CBT
1276
Crews Bank & Trust
Florida
$311K
RPGK
1277
Retirement Planning Group (Kansas)
Kansas
$311K
AAS
1278
Ameritas Advisory Services
Nebraska
$311K
MCM
1279
Monument Capital Management
Virginia
$310K
RT
1280
Rockland Trust
Massachusetts
$310K
FLII
1281
First Long Island Investors
New York
$309K
MCM
1282
Magnolia Capital Management
New York
$308K
FFG
1283
Fiduciary Financial Group
California
$307K
SEIA
1284
Signature Estate & Investment Advisors
California
$306K
RA
1285
Riversedge Advisors
Delaware
$306K
MIM
1286
Macroview Investment Management
Maryland
$305K
AA
1287
Alta Advisers
United Kingdom
$305K
WTA
1288
Washington Trust Advisors
Massachusetts
$303K
PWW
1289
Pettyjohn Wood & White
Virginia
$303K
WF
1290
WoodTrust Financial
Wisconsin
$302K
MWM
1291
Modern Wealth Management
Kansas
$302K
WMS
1292
Wealth Management Strategies
Pennsylvania
$300K
WMA
1293
Wealth Management Associates
New Jersey
$299K
AWMG
1294
Alliance Wealth Management Group
New Jersey
$299K
TCM
1295
Towercrest Capital Management
Pennsylvania
$299K
7WCP
1296
71 West Capital Partners
Massachusetts
$299K
CGL
1297
Clarius Group LLC
Washington
$298K
BIA
1298
Bell Investment Advisors
California
$297K
EFG
1299
Ethos Financial Group
Pennsylvania
$297K
OAM
1300
Oberweis Asset Management
Illinois
$296K