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Bank of New York Mellon

1,732 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, 593 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:

1.32% more ownership

Funds ownership: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 593

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,732
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
AT
1326
Adelphi Trust
Florida
$278K
SIA
1327
Soltis Investment Advisors
Utah
$278K
PW
1328
PUREfi Wealth
Massachusetts
$276K
NFW
1329
Noble Family Wealth
Florida
$275K
GKWIM
1330
Gerber Kawasaki Wealth & Investment Management
California
$274K
PDL
1331
Portfolio Design Labs
California
$274K
LAM
1332
LECAP Asset Management
United Kingdom
$273K
TWA
1333
TCI Wealth Advisors
Arizona
$273K
PL
1334
Plancorp LLC
Missouri
$273K
JTWM
1335
Jackson Thornton Wealth Management
Alabama
$271K
PB
1336
Prosperity Bancshares
Texas
$269K
RWP
1337
Ridgecrest Wealth Partners
California
$268K
SFC
1338
SYM Financial Corp
Indiana
$268K
LAM
1339
LOM Asset Management
$268K
EBWM
1340
Eagle Bluffs Wealth Management
Missouri
$267K
OAM
1341
Occidental Asset Management
California
$267K
PF
1342
Phoenix Financial
Israel
$266K
TCM
1343
TABR Capital Management
California
$265K
CAAS
1344
Capital Asset Advisory Services
Michigan
$264K
RWM
1345
Rialto Wealth Management
New York
$262K
DLA
1346
Douglas Lane & Associates
New York
$262K
RSWM
1347
Robertson Stephens Wealth Management
California
$262K
RMC
1348
Resources Management Corp
Connecticut
$262K
TWM
1349
Thrive Wealth Management
Pennsylvania
$261K
SCM
1350
Stordahl Capital Management
Colorado
$261K