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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
IIL
1301
Insight Inv LLC
California
$290K
BS
1302
Banco Santander
Spain
$288K
MSWA
1303
Marshall & Sterling Wealth Advisors
New York
$286K
M
1304
Mirova
France
$286K
VW
1305
Vantus Wealth
Pennsylvania
$286K
WAL
1306
W Advisors LLC
Tennessee
$285K
ACA
1307
Arsenal Capital Advisors
Pennsylvania
$284K
FGC
1308
First Growth Capital
Maryland
$284K
ZF
1309
Zhang Financial
Michigan
$283K
RWP
1310
Revolve Wealth Partners
New Jersey
$282K
FCM
1311
Fortis Capital Management
Washington
$282K
PCP
1312
Perbak Capital Partners
United Kingdom
$282K
CWG
1313
Cornerstone Wealth Group
North Carolina
$281K
MA
1314
Maxele Advisors
Missouri
$281K
SW
1315
SlateStone Wealth
Florida
$281K
Parallax Volatility Advisers
1316
Parallax Volatility Advisers
California
$280K
TCOT
1317
Trust Company of Toledo
Ohio
$279K
AT
1318
Adelphi Trust
Florida
$278K
SIA
1319
Soltis Investment Advisors
Utah
$278K
PW
1320
PUREfi Wealth
Massachusetts
$276K
NFW
1321
Noble Family Wealth
Florida
$275K
GKWIM
1322
Gerber Kawasaki Wealth & Investment Management
California
$274K
PDL
1323
Portfolio Design Labs
California
$274K
LAM
1324
LECAP Asset Management
United Kingdom
$273K
TWA
1325
TCI Wealth Advisors
Arizona
$273K