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Bank of New York Mellon

1,738 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, 613 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: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 595

1% more call options, than puts

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

Holders
1,738
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
RSWM
1351
Robertson Stephens Wealth Management
California
$262K
RMC
1352
Resources Management Corp
Connecticut
$262K
TWM
1353
Thrive Wealth Management
Pennsylvania
$261K
SCM
1354
Stordahl Capital Management
Colorado
$261K
FHA
1355
Flagship Harbor Advisors
Massachusetts
$260K
GBT
1356
Grove Bank & Trust
Florida
$260K
RS
1357
R Squared
Hong Kong
$259K
CH
1358
Cromwell Holdings
Wyoming
$259K
ZBNA
1359
Zions Bancorporation, National Association
Utah
$258K
CFS
1360
CRA Financial Services
New Jersey
$256K
TAM
1361
Titleist Asset Management
Texas
$256K
FCM
1362
Fire Capital Management
California
$255K
FWM
1363
Forefront Wealth Management
Pennsylvania
$255K
BWMG
1364
Barnes Wealth Management Group
California
$253K
NA
1365
Networth Advisors
Pennsylvania
$253K
OL
1366
OneFund LLC
Florida
$251K
MHR
1367
Matthew Hamilton Rosenberg
$250K
ML
1368
McAdam LLC
Pennsylvania
$250K
MCM
1369
MV Capital Management
Maryland
$250K
PT
1370
Plimoth Trust
Massachusetts
$250K
HFAS
1371
Hummer Financial Advisory Services
Illinois
$250K
RW
1372
Rede Wealth
Virginia
$248K
DWM
1373
Destination Wealth Management
California
$247K
BMC
1374
Beaton Management Company
Massachusetts
$247K
COCM
1375
Charter Oak Capital Management
New Hampshire
$247K