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Bank of New York Mellon

1,739 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, 614 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: 83.07%84.4% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 595

1% more call options, than puts

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

Holders
1,739
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
TWP
1451
Tyche Wealth Partners
Texas
$212K
WF
1452
WealthPoint Financial
North Carolina
$212K
FG
1453
Foster Group
Iowa
$211K
SL
1454
Summitry LLC
California
$211K
LC
1455
Landaas & Company
Wisconsin
$210K
1CP
1456
17 Capital Partners
Arizona
$210K
EWM
1457
Evermay Wealth Management
Virginia
$209K
LJHT
1458
Laurie J. Hall Trustee
$208K
ME
1459
McIlrath & Eck
Washington
$208K
GD
1460
Grandfield & Dodd
New York
$208K
VDC
1461
Van Diest Capital
Iowa
$207K
SIM
1462
Sentry Investment Management
Wisconsin
$207K
SWM
1463
Spire Wealth Management
Virginia
$207K
AP
1464
Advisortrust Partners
North Carolina
$207K
AMM
1465
American Money Management
California
$206K
WF
1466
Wayfinding Financial
Washington
$206K
NRC
1467
New Republic Capital
North Carolina
$206K
QWM
1468
Quadcap Wealth Management
Texas
$206K
PPWM
1469
Paragon Private Wealth Management
Kentucky
$205K
RBFC
1470
Roman Butler Fullerton & Co
Missouri
$205K
IAS
1471
Investment Advisory Services
Texas
$203K
SIA
1472
SeaBridge Investment Advisors
New Jersey
$203K
WSCM
1473
Wellington Shields Capital Management
New York
$203K
SIG
1474
Spinnaker Investment Group
California
$202K
FBT
1475
First Bank & Trust
South Dakota
$201K