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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
LCC
1401
Lincoln Capital Corp
Rhode Island
$235K
VVP
1402
Venture Visionary Partners
Ohio
$234K
PCTC
1403
Perkins Coie Trust Company
Washington
$234K
KA
1404
Kooman & Associates
Pennsylvania
$234K
QFA
1405
Quantum Financial Advisors
California
$233K
SPI
1406
Santori & Peters Inc
Pennsylvania
$233K
CC
1407
Cadinha & Co
Hawaii
$232K
SWK
1408
Stephen W. Kidder
$232K
VFM
1409
Vision Financial Markets
Connecticut
$232K
BL
1410
Bleichroeder LP
New York
$232K
LRPA
1411
L. Roy Papp & Associates
Arizona
$232K
IWA
1412
Inspirion Wealth Advisors
Illinois
$232K
OPWM
1413
Oregon Pacific Wealth Management
Oregon
$232K
CWMGO
1414
Capstone Wealth Management Group (Oregon)
Oregon
$232K
RWM
1415
Rockline Wealth Management
New York
$231K
CCA
1416
Childress Capital Advisors
Texas
$230K
SFS
1417
Strategic Financial Services
New York
$229K
JSL
1418
JT Stratford LLC
Georgia
$228K
MFG
1419
Magnus Financial Group
New York
$227K
NDSI
1420
Newman Dignan & Sheerar Inc
Rhode Island
$227K
GCP
1421
GSA Capital Partners
United Kingdom
$226K
KPWG
1422
KFA Private Wealth Group
Virginia
$225K
CIAS
1423
Capital Investment Advisory Services
North Carolina
$225K
CTA
1424
Chesley Taft & Associates
Illinois
$224K
CTC
1425
Cetera Trust Company
Minnesota
$224K