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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
PL
1326
Plancorp LLC
Missouri
$273K
JTWM
1327
Jackson Thornton Wealth Management
Alabama
$271K
PB
1328
Prosperity Bancshares
Texas
$269K
RWP
1329
Ridgecrest Wealth Partners
California
$268K
SFC
1330
SYM Financial Corp
Indiana
$268K
LAM
1331
LOM Asset Management
$268K
EBWM
1332
Eagle Bluffs Wealth Management
Missouri
$267K
OAM
1333
Occidental Asset Management
California
$267K
PF
1334
Phoenix Financial
Israel
$266K
TCM
1335
TABR Capital Management
California
$265K
CAAS
1336
Capital Asset Advisory Services
Michigan
$264K
RWM
1337
Rialto Wealth Management
New York
$262K
DLA
1338
Douglas Lane & Associates
New York
$262K
RSWM
1339
Robertson Stephens Wealth Management
California
$262K
RMC
1340
Resources Management Corp
Connecticut
$262K
TWM
1341
Thrive Wealth Management
Pennsylvania
$261K
SCM
1342
Stordahl Capital Management
Colorado
$261K
FHA
1343
Flagship Harbor Advisors
Massachusetts
$260K
GBT
1344
Grove Bank & Trust
Florida
$260K
RS
1345
R Squared
Hong Kong
$259K
CH
1346
Cromwell Holdings
Wyoming
$259K
ZBNA
1347
Zions Bancorporation, National Association
Utah
$258K
CFS
1348
CRA Financial Services
New Jersey
$256K
TAM
1349
Titleist Asset Management
Texas
$256K
FCM
1350
Fire Capital Management
California
$255K