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Bank of New York Mellon

1,738 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, 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
1,738
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
PCA
1401
Prosperity Capital Advisors
Ohio
$237K
NL
1402
NWAM LLC
Washington
$236K
FFA
1403
Founders Financial Alliance
North Carolina
$236K
EWL
1404
Emissary Wealth LLC
New Jersey
$236K
LCC
1405
Lincoln Capital Corp
Rhode Island
$235K
VVP
1406
Venture Visionary Partners
Ohio
$234K
PCTC
1407
Perkins Coie Trust Company
Washington
$234K
KA
1408
Kooman & Associates
Pennsylvania
$234K
QFA
1409
Quantum Financial Advisors
California
$233K
SPI
1410
Santori & Peters Inc
Pennsylvania
$233K
LRPA
1411
L. Roy Papp & Associates
Arizona
$232K
SWK
1412
Stephen W. Kidder
$232K
VFM
1413
Vision Financial Markets
Connecticut
$232K
CC
1414
Cadinha & Co
Hawaii
$232K
BL
1415
Bleichroeder LP
New York
$232K
IWA
1416
Inspirion Wealth Advisors
Illinois
$232K
OPWM
1417
Oregon Pacific Wealth Management
Oregon
$232K
CWMGO
1418
Capstone Wealth Management Group (Oregon)
Oregon
$232K
RWM
1419
Rockline Wealth Management
New York
$231K
CCA
1420
Childress Capital Advisors
Texas
$230K
SFS
1421
Strategic Financial Services
New York
$229K
JSL
1422
JT Stratford LLC
Georgia
$228K
MFG
1423
Magnus Financial Group
New York
$227K
NDSI
1424
Newman Dignan & Sheerar Inc
Rhode Island
$227K
GCP
1425
GSA Capital Partners
United Kingdom
$226K