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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
CFO
1476
CVA Family Office
Colorado
$193K
SRCM
1477
Signature Resources Capital Management
California
$192K
RFP
1478
Root Financial Partners
California
$191K
RFG
1479
REAP Financial Group
Texas
$188K
AA
1480
Ancora Advisors
Ohio
$186K
GITFIT
1481
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$186K
OWP
1482
ORG Wealth Partners
Texas
$184K
GC
1483
Gould Capital
Washington
$181K
MWPCG
1484
Measured Wealth Private Client Group
New Hampshire
$180K
MTI
1485
Merrithew & Thorsten Inc
California
$176K
SEP
1486
Signature Equity Partners
Ohio
$176K
TF
1487
Tompkins Financial
New York
$170K
EB
1488
Eastern Bank
Massachusetts
$166K
TCM
1489
Triumph Capital Management
Colorado
$165K
HIIFS
1490
Harel Insurance Investments & Financial Services
Israel
$163K
HCA
1491
Harbor Capital Advisors
Illinois
$157K
BHWM
1492
Bay Harbor Wealth Management
Maryland
$157K
AA
1493
Addison Advisors
Vermont
$152K
PFSC
1494
Peoples Financial Services Corp
Pennsylvania
$152K
OC
1495
Oakworth Capital
Alabama
$152K
DMBA
1496
Deseret Mutual Benefit Administrators
Utah
$152K
CAL
1497
Capital Analysts LLC
Pennsylvania
$148K
TM
1498
Torren Management
California
$143K
OCM
1499
Osterweis Capital Management
California
$139K
LWCFA
1500
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K