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Bank of New York Mellon

1,732 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, 593 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:

1.32% more ownership

Funds ownership: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 593

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,732
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
1CP
1451
17 Capital Partners
Arizona
$210K
EWM
1452
Evermay Wealth Management
Virginia
$209K
LJHT
1453
Laurie J. Hall Trustee
$208K
ME
1454
McIlrath & Eck
Washington
$208K
GD
1455
Grandfield & Dodd
New York
$208K
VDC
1456
Van Diest Capital
Iowa
$207K
SIM
1457
Sentry Investment Management
Wisconsin
$207K
SWM
1458
Spire Wealth Management
Virginia
$207K
APL
1459
ADVISORTRUST PARTNERS, LLC
North Carolina
$207K
AMM
1460
American Money Management
California
$206K
WF
1461
Wayfinding Financial
Washington
$206K
NRC
1462
New Republic Capital
North Carolina
$206K
QWM
1463
Quadcap Wealth Management
Texas
$206K
PPWM
1464
Paragon Private Wealth Management
Kentucky
$205K
RBFC
1465
Roman Butler Fullerton & Co
Missouri
$205K
IAS
1466
Investment Advisory Services
Texas
$203K
SIA
1467
SeaBridge Investment Advisors
New Jersey
$203K
WSCM
1468
Wellington Shields Capital Management
New York
$203K
SIG
1469
Spinnaker Investment Group
California
$202K
FBT
1470
First Bank & Trust
South Dakota
$201K
TW
1471
Traveka Wealth
California
$201K
SP
1472
Successful Portfolios
Florida
$200K
MPWS
1473
McCarter Private Wealth Services
Massachusetts
$200K
KB
1474
Kimelman & Baird
New York
$197K
RP
1475
Rowlandmiller & Partners
Georgia
$195K