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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
CP
1426
Creekside Partners
California
$219K
AI
1427
Accredited Investors
Minnesota
$219K
BWM
1428
BKM Wealth Management
Wisconsin
$218K
DA
1429
Detalus Advisors
Missouri
$218K
MFGM
1430
Marshall Financial Group (Maryland)
Maryland
$217K
SAW
1431
Signal Advisors Wealth
Michigan
$216K
CAG
1432
Csenge Advisory Group
Florida
$216K
TNB
1433
Thomasville National Bank
Georgia
$216K
PWMG
1434
Prestige Wealth Management Group
New Jersey
$213K
CHC
1435
City Holding Co
West Virginia
$212K
SWA
1436
SOA Wealth Advisors
New York
$212K
TWP
1437
Tyche Wealth Partners
Texas
$212K
WF
1438
WealthPoint Financial
North Carolina
$212K
FG
1439
Foster Group
Iowa
$211K
SL
1440
Summitry LLC
California
$211K
LC
1441
Landaas & Company
Wisconsin
$210K
1CP
1442
17 Capital Partners
Arizona
$210K
EWM
1443
Evermay Wealth Management
Virginia
$209K
LJHT
1444
Laurie J. Hall Trustee
$208K
ME
1445
McIlrath & Eck
Washington
$208K
GD
1446
Grandfield & Dodd
New York
$208K
VDC
1447
Van Diest Capital
Iowa
$207K
SIM
1448
Sentry Investment Management
Wisconsin
$207K
SWM
1449
Spire Wealth Management
Virginia
$207K
AMM
1450
American Money Management
California
$206K