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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
DLA
1351
Douglas Lane & Associates
New York
$262K
RSWM
1352
Robertson Stephens Wealth Management
California
$262K
RMC
1353
Resources Management Corp
Connecticut
$262K
TWM
1354
Thrive Wealth Management
Pennsylvania
$261K
SCM
1355
Stordahl Capital Management
Colorado
$261K
FHA
1356
Flagship Harbor Advisors
Massachusetts
$260K
GBT
1357
Grove Bank & Trust
Florida
$260K
RS
1358
R Squared
Hong Kong
$259K
CH
1359
Cromwell Holdings
Wyoming
$259K
ZBNA
1360
Zions Bancorporation, National Association
Utah
$258K
CFS
1361
CRA Financial Services
New Jersey
$256K
TAM
1362
Titleist Asset Management
Texas
$256K
FCM
1363
Fire Capital Management
California
$255K
FWM
1364
Forefront Wealth Management
Pennsylvania
$255K
BWMG
1365
Barnes Wealth Management Group
California
$253K
NA
1366
Networth Advisors
Pennsylvania
$253K
OL
1367
OneFund LLC
Florida
$251K
MHR
1368
Matthew Hamilton Rosenberg
$250K
ML
1369
McAdam LLC
Pennsylvania
$250K
MCM
1370
MV Capital Management
Maryland
$250K
HFAS
1371
Hummer Financial Advisory Services
Illinois
$250K
PT
1372
Plimoth Trust
Massachusetts
$250K
RW
1373
Rede Wealth
Virginia
$248K
DWM
1374
Destination Wealth Management
California
$247K
BMC
1375
Beaton Management Company
Massachusetts
$247K