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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
NL
1401
NWAM LLC
Washington
$236K
FFA
1402
Founders Financial Alliance
North Carolina
$236K
EWL
1403
Emissary Wealth LLC
New Jersey
$236K
LCC
1404
Lincoln Capital Corp
Rhode Island
$235K
VVP
1405
Venture Visionary Partners
Ohio
$234K
PCTC
1406
Perkins Coie Trust Company
Washington
$234K
KA
1407
Kooman & Associates
Pennsylvania
$234K
QFA
1408
Quantum Financial Advisors
California
$233K
SPI
1409
Santori & Peters Inc
Pennsylvania
$233K
LRPA
1410
L. Roy Papp & Associates
Arizona
$232K
CC
1411
Cadinha & Co
Hawaii
$232K
VFM
1412
Vision Financial Markets
Connecticut
$232K
SWK
1413
Stephen W. Kidder
$232K
BL
1414
Bleichroeder LP
New York
$232K
IWA
1415
Inspirion Wealth Advisors
Illinois
$232K
OPWM
1416
Oregon Pacific Wealth Management
Oregon
$232K
CWMGO
1417
Capstone Wealth Management Group (Oregon)
Oregon
$232K
RWM
1418
Rockline Wealth Management
New York
$231K
CCA
1419
Childress Capital Advisors
Texas
$230K
SFS
1420
Strategic Financial Services
New York
$229K
JSL
1421
JT Stratford LLC
Georgia
$228K
MFG
1422
Magnus Financial Group
New York
$227K
NDSI
1423
Newman Dignan & Sheerar Inc
Rhode Island
$227K
GCP
1424
GSA Capital Partners
United Kingdom
$226K
KPWG
1425
KFA Private Wealth Group
Virginia
$225K