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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
KPWG
1426
KFA Private Wealth Group
Virginia
$225K
CIAS
1427
Capital Investment Advisory Services
North Carolina
$225K
CTA
1428
Chesley Taft & Associates
Illinois
$224K
CTC
1429
Cetera Trust Company
Minnesota
$224K
WMWM
1430
Wilkins Miller Wealth Management
Alabama
$223K
EGA
1431
E&G Advisors
Texas
$223K
NCM
1432
NCM Capital Management
New Jersey
$222K
HCM
1433
Hutchinson Capital Management
California
$222K
GEA
1434
Glen Eagle Advisors
New Jersey
$221K
DA
1435
Denali Advisors
California
$221K
IRC
1436
Investors Research Corp
Georgia
$220K
WWM
1437
Woodside Wealth Management
Massachusetts
$219K
CP
1438
Creekside Partners
California
$219K
NFGCM
1439
Norman Fields Gottscho Capital Management
New York
$219K
AI
1440
Accredited Investors
Minnesota
$219K
BWM
1441
BKM Wealth Management
Wisconsin
$218K
DA
1442
Detalus Advisors
Missouri
$218K
MFGM
1443
Marshall Financial Group (Maryland)
Maryland
$217K
SAW
1444
Signal Advisors Wealth
Michigan
$216K
CAG
1445
Csenge Advisory Group
Florida
$216K
TNB
1446
Thomasville National Bank
Georgia
$216K
PWMG
1447
Prestige Wealth Management Group
New Jersey
$213K
CHC
1448
City Holding Co
West Virginia
$212K
SWA
1449
SOA Wealth Advisors
New York
$212K
TWP
1450
Tyche Wealth Partners
Texas
$212K