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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
MHIC
1301
Marble Harbor Investment Counsel
Massachusetts
$296K
WP
1302
WealthShield Partners
North Carolina
$294K
MCWA
1303
Meadow Creek Wealth Advisors
Georgia
$294K
EA
1304
Everpar Advisors
Oklahoma
$293K
WFA
1305
Wellspring Financial Advisors
Ohio
$293K
PFA
1306
Pure Financial Advisors
California
$293K
GVAG
1307
Great Valley Advisor Group
Delaware
$292K
FHC
1308
First Heartland Consultants
Missouri
$292K
ACI
1309
Alpha Cubed Investments
California
$291K
SS
1310
SBI Securities
Japan
$291K
IIL
1311
Insight Inv LLC
California
$290K
BS
1312
Banco Santander
Spain
$288K
MSWA
1313
Marshall & Sterling Wealth Advisors
New York
$286K
M
1314
Mirova
France
$286K
VW
1315
Vantus Wealth
Pennsylvania
$286K
WAL
1316
W Advisors LLC
Tennessee
$285K
FCM
1317
Fell Capital Management
California
$284K
ACA
1318
Arsenal Capital Advisors
Pennsylvania
$284K
FGC
1319
First Growth Capital
Maryland
$284K
ZF
1320
Zhang Financial
Michigan
$283K
RWP
1321
Revolve Wealth Partners
New Jersey
$282K
FCM
1322
Fortis Capital Management
Washington
$282K
PCP
1323
Perbak Capital Partners
United Kingdom
$282K
CWG
1324
Cornerstone Wealth Group
North Carolina
$281K
MA
1325
Maxele Advisors
Missouri
$281K