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Bank of New York Mellon

1,737 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, 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
1,737
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
RPGK
1276
Retirement Planning Group (Kansas)
Kansas
$311K
AAS
1277
Ameritas Advisory Services
Nebraska
$311K
MCM
1278
Monument Capital Management
Virginia
$310K
RT
1279
Rockland Trust
Massachusetts
$310K
FLII
1280
First Long Island Investors
New York
$309K
MCM
1281
Magnolia Capital Management
New York
$308K
FFG
1282
Fiduciary Financial Group
California
$307K
SEIA
1283
Signature Estate & Investment Advisors
California
$306K
RA
1284
Riversedge Advisors
Delaware
$306K
MIM
1285
Macroview Investment Management
Maryland
$305K
AA
1286
Alta Advisers
United Kingdom
$305K
WTA
1287
Washington Trust Advisors
Massachusetts
$303K
PWW
1288
Pettyjohn Wood & White
Virginia
$303K
WF
1289
WoodTrust Financial
Wisconsin
$302K
MWM
1290
Modern Wealth Management
Kansas
$302K
WMS
1291
Wealth Management Strategies
Pennsylvania
$300K
WMA
1292
Wealth Management Associates
New Jersey
$299K
AWMG
1293
Alliance Wealth Management Group
New Jersey
$299K
TCM
1294
Towercrest Capital Management
Pennsylvania
$299K
7WCP
1295
71 West Capital Partners
Massachusetts
$299K
CGL
1296
Clarius Group LLC
Washington
$298K
BIA
1297
Bell Investment Advisors
California
$297K
EFG
1298
Ethos Financial Group
Pennsylvania
$297K
OAM
1299
Oberweis Asset Management
Illinois
$296K
MHIC
1300
Marble Harbor Investment Counsel
Massachusetts
$296K