BK icon

Bank of New York Mellon

1,732 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 218 funds opening new positions, 613 increasing their positions, 593 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:

1.32% more ownership

Funds ownership: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 593

1% more call options, than puts

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

Holders
1,732
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
CHAM
1376
Clear Harbor Asset Management
Connecticut
$246K
HW
1377
HORAN Wealth
Ohio
$246K
CSB
1378
City State Bank
Iowa
$246K
BAM
1379
Belpointe Asset Management
Nevada
$246K
FOA
1380
Five Oceans Advisors
California
$245K
PPC
1381
Pennington Partners & Co
Maryland
$244K
HI
1382
Harbour Investments
Wisconsin
$244K
AIM
1383
Athena Investment Management
California
$244K
5SA
1384
5th Street Advisors
Connecticut
$243K
DCM
1385
Dorato Capital Management
Colorado
$243K
MAWA
1386
Moss Adams Wealth Advisors
Washington
$243K
FWA
1387
FSM Wealth Advisors
Ohio
$243K
BOJHT
1388
Bank of Jackson Hole Trust
Wyoming
$242K
O3W
1389
Omni 360 Wealth
New Jersey
$241K
SIA
1390
SGL Investment Advisors
Montana
$241K
CT
1391
Colonial Trust
South Carolina
$241K
CCA
1392
Cooper Capital Advisors
California
$241K
FCFC
1393
First Commonwealth Financial Corp
Pennsylvania
$240K
XF
1394
XML Financial
Maryland
$240K
ACP
1395
Aviance Capital Partners
Florida
$238K
ABTD
1396
Arvest Bank Trust Division
Oklahoma
$238K
PCA
1397
Prosperity Capital Advisors
Ohio
$237K
NL
1398
NWAM LLC
Washington
$236K
FFA
1399
Founders Financial Alliance
North Carolina
$236K
EWL
1400
Emissary Wealth LLC
New Jersey
$236K