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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
CC
1401
Cadinha & Co
Hawaii
$232K
VFM
1402
Vision Financial Markets
Connecticut
$232K
BL
1403
Bleichroeder LP
New York
$232K
IWA
1404
Inspirion Wealth Advisors
Illinois
$232K
OPWM
1405
Oregon Pacific Wealth Management
Oregon
$232K
CWMGO
1406
Capstone Wealth Management Group (Oregon)
Oregon
$232K
RWM
1407
Rockline Wealth Management
New York
$231K
CCA
1408
Childress Capital Advisors
Texas
$230K
SFS
1409
Strategic Financial Services
New York
$229K
JSL
1410
JT Stratford LLC
Georgia
$228K
MFG
1411
Magnus Financial Group
New York
$227K
NDSI
1412
Newman Dignan & Sheerar Inc
Rhode Island
$227K
GCP
1413
GSA Capital Partners
United Kingdom
$226K
KPWG
1414
KFA Private Wealth Group
Virginia
$225K
CIAS
1415
Capital Investment Advisory Services
North Carolina
$225K
CTA
1416
Chesley Taft & Associates
Illinois
$224K
CTC
1417
Cetera Trust Company
Minnesota
$224K
WMWM
1418
Wilkins Miller Wealth Management
Alabama
$223K
EGA
1419
E&G Advisors
Texas
$223K
HCM
1420
Hutchinson Capital Management
California
$222K
GEA
1421
Glen Eagle Advisors
New Jersey
$221K
DA
1422
Denali Advisors
California
$221K
IRC
1423
Investors Research Corp
Georgia
$220K
WWM
1424
Woodside Wealth Management
Massachusetts
$219K
NFGCM
1425
Norman Fields Gottscho Capital Management
New York
$219K