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Bank of New York Mellon

1,739 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, 614 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: 83.07%84.4% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 595

1% more call options, than puts

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

Holders
1,739
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
MA
1326
Maxele Advisors
Missouri
$281K
SW
1327
SlateStone Wealth
Florida
$281K
Parallax Volatility Advisers
1328
Parallax Volatility Advisers
California
$280K
TCOT
1329
Trust Company of Toledo
Ohio
$279K
AT
1330
Adelphi Trust
Florida
$278K
SIA
1331
Soltis Investment Advisors
Utah
$278K
PW
1332
PUREfi Wealth
Massachusetts
$276K
NFW
1333
Noble Family Wealth
Florida
$275K
GKWIM
1334
Gerber Kawasaki Wealth & Investment Management
California
$274K
PDL
1335
Portfolio Design Labs
California
$274K
LAM
1336
LECAP Asset Management
United Kingdom
$273K
TWA
1337
TCI Wealth Advisors
Arizona
$273K
PL
1338
Plancorp LLC
Missouri
$273K
JTWM
1339
Jackson Thornton Wealth Management
Alabama
$271K
PB
1340
Prosperity Bancshares
Texas
$269K
RWP
1341
Ridgecrest Wealth Partners
California
$268K
SFC
1342
SYM Financial Corp
Indiana
$268K
LAM
1343
LOM Asset Management
$268K
EBWM
1344
Eagle Bluffs Wealth Management
Missouri
$267K
OAM
1345
Occidental Asset Management
California
$267K
PF
1346
Phoenix Financial
Israel
$266K
TCM
1347
TABR Capital Management
California
$265K
CAAS
1348
Capital Asset Advisory Services
Michigan
$264K
HEM
1349
Henson-Edgewater Management
Ohio
$263K
RWM
1350
Rialto Wealth Management
New York
$262K