BK icon

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
COCM
1376
Charter Oak Capital Management
New Hampshire
$247K
BBA
1377
Braun-Bostich & Associates
Pennsylvania
$247K
JWM
1378
JGP Wealth Management
Oregon
$247K
MPM
1379
Meritage Portfolio Management
Kansas
$246K
IIL
1380
Income Insurance Ltd
$246K
CHAM
1381
Clear Harbor Asset Management
Connecticut
$246K
HW
1382
HORAN Wealth
Ohio
$246K
CSB
1383
City State Bank
Iowa
$246K
BAM
1384
Belpointe Asset Management
Nevada
$246K
FOA
1385
Five Oceans Advisors
California
$245K
PPC
1386
Pennington Partners & Co
Maryland
$244K
HI
1387
Harbour Investments
Wisconsin
$244K
AIM
1388
Athena Investment Management
California
$244K
5SA
1389
5th Street Advisors
Connecticut
$243K
DCM
1390
Dorato Capital Management
Colorado
$243K
MAWA
1391
Moss Adams Wealth Advisors
Washington
$243K
FWA
1392
FSM Wealth Advisors
Ohio
$243K
BOJHT
1393
Bank of Jackson Hole Trust
Wyoming
$242K
O3W
1394
Omni 360 Wealth
New Jersey
$241K
SIA
1395
SGL Investment Advisors
Montana
$241K
CT
1396
Colonial Trust
South Carolina
$241K
CCA
1397
Cooper Capital Advisors
California
$241K
FCFC
1398
First Commonwealth Financial Corp
Pennsylvania
$240K
XF
1399
XML Financial
Maryland
$240K
ACP
1400
Aviance Capital Partners
Florida
$238K