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Bank of New York Mellon

1,737 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, 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
1,737
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
JWM
1376
JGP Wealth Management
Oregon
$247K
MPM
1377
Meritage Portfolio Management
Kansas
$246K
IIL
1378
Income Insurance Ltd
$246K
CHAM
1379
Clear Harbor Asset Management
Connecticut
$246K
HW
1380
HORAN Wealth
Ohio
$246K
CSB
1381
City State Bank
Iowa
$246K
BAM
1382
Belpointe Asset Management
Nevada
$246K
FOA
1383
Five Oceans Advisors
California
$245K
PPC
1384
Pennington Partners & Co
Maryland
$244K
HI
1385
Harbour Investments
Wisconsin
$244K
AIM
1386
Athena Investment Management
California
$244K
5SA
1387
5th Street Advisors
Connecticut
$243K
DCM
1388
Dorato Capital Management
Colorado
$243K
MAWA
1389
Moss Adams Wealth Advisors
Washington
$243K
FWA
1390
FSM Wealth Advisors
Ohio
$243K
BOJHT
1391
Bank of Jackson Hole Trust
Wyoming
$242K
O3W
1392
Omni 360 Wealth
New Jersey
$241K
SIA
1393
SGL Investment Advisors
Montana
$241K
CT
1394
Colonial Trust
South Carolina
$241K
CCA
1395
Cooper Capital Advisors
California
$241K
FCFC
1396
First Commonwealth Financial Corp
Pennsylvania
$240K
XF
1397
XML Financial
Maryland
$240K
ACP
1398
Aviance Capital Partners
Florida
$238K
ABTD
1399
Arvest Bank Trust Division
Oklahoma
$238K
PCA
1400
Prosperity Capital Advisors
Ohio
$237K