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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
FWM
1351
Forefront Wealth Management
Pennsylvania
$255K
BWMG
1352
Barnes Wealth Management Group
California
$253K
NA
1353
Networth Advisors
Pennsylvania
$253K
OL
1354
OneFund LLC
Florida
$251K
MHR
1355
Matthew Hamilton Rosenberg
$250K
ML
1356
McAdam LLC
Pennsylvania
$250K
MCM
1357
MV Capital Management
Maryland
$250K
PT
1358
Plimoth Trust
Massachusetts
$250K
HFAS
1359
Hummer Financial Advisory Services
Illinois
$250K
RW
1360
Rede Wealth
Virginia
$248K
DWM
1361
Destination Wealth Management
California
$247K
BMC
1362
Beaton Management Company
Massachusetts
$247K
COCM
1363
Charter Oak Capital Management
New Hampshire
$247K
BBA
1364
Braun-Bostich & Associates
Pennsylvania
$247K
JWM
1365
JGP Wealth Management
Oregon
$247K
MPM
1366
Meritage Portfolio Management
Kansas
$246K
IIL
1367
Income Insurance Ltd
$246K
CHAM
1368
Clear Harbor Asset Management
Connecticut
$246K
HW
1369
HORAN Wealth
Ohio
$246K
CSB
1370
City State Bank
Iowa
$246K
BAM
1371
Belpointe Asset Management
Nevada
$246K
FOA
1372
Five Oceans Advisors
California
$245K
PPC
1373
Pennington Partners & Co
Maryland
$244K
HI
1374
Harbour Investments
Wisconsin
$244K
AIM
1375
Athena Investment Management
California
$244K