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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
5SA
1376
5th Street Advisors
Connecticut
$243K
DCM
1377
Dorato Capital Management
Colorado
$243K
MAWA
1378
Moss Adams Wealth Advisors
Washington
$243K
FWA
1379
FSM Wealth Advisors
Ohio
$243K
BOJHT
1380
Bank of Jackson Hole Trust
Wyoming
$242K
O3W
1381
Omni 360 Wealth
New Jersey
$241K
SIA
1382
SGL Investment Advisors
Montana
$241K
CT
1383
Colonial Trust
South Carolina
$241K
CCA
1384
Cooper Capital Advisors
California
$241K
FCFC
1385
First Commonwealth Financial Corp
Pennsylvania
$240K
XF
1386
XML Financial
Maryland
$240K
ACP
1387
Aviance Capital Partners
Florida
$238K
ABTD
1388
Arvest Bank Trust Division
Oklahoma
$238K
PCA
1389
Prosperity Capital Advisors
Ohio
$237K
NL
1390
NWAM LLC
Washington
$236K
FFA
1391
Founders Financial Alliance
North Carolina
$236K
EWL
1392
Emissary Wealth LLC
New Jersey
$236K
LCC
1393
Lincoln Capital Corp
Rhode Island
$235K
VVP
1394
Venture Visionary Partners
Ohio
$234K
PCTC
1395
Perkins Coie Trust Company
Washington
$234K
KA
1396
Kooman & Associates
Pennsylvania
$234K
QFA
1397
Quantum Financial Advisors
California
$233K
SPI
1398
Santori & Peters Inc
Pennsylvania
$233K
LRPA
1399
L. Roy Papp & Associates
Arizona
$232K
CC
1400
Cadinha & Co
Hawaii
$232K