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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
DE
1501
DV Equities
Illinois
$114K
CIA
1502
Cape Investment Advisory
Georgia
$111K
KFAS
1503
Keating Financial Advisory Services
Kansas
$111K
TFIPS
1504
Towarzystwo Funduszy Inwestycyjnych PZU SA
$110K
PGAM
1505
Princeton Global Asset Management
New Jersey
$110K
LWANC
1506
Laurel Wealth Advisors (North Carolina)
North Carolina
$107K
EPIM
1507
Evelyn Partners Investment Management
$106K
HDIM
1508
Hanson & Doremus Investment Management
Vermont
$106K
Loomis, Sayles & Company
1509
Loomis, Sayles & Company
Massachusetts
$105K
SVWA
1510
Sarver Vrooman Wealth Advisors
Missouri
$101K
FCT
1511
First Community Trust
Iowa
$101K
PCFFS
1512
Pacific Center for Financial Services
California
$100K
UOTTAIMCU
1513
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$98.7K
WA
1514
WPG Advisers
Maryland
$95.7K
NRG
1515
Nemes Rush Group
Michigan
$94.4K
SL
1516
Salomon & Ludwin
Virginia
$93.8K
TC
1517
Trust Company
Kansas
$93.8K
SCM
1518
Silvant Capital Management
Georgia
$89.9K
SWIM
1519
Smallwood Wealth Investment Management
New Jersey
$89.4K
HC
1520
Hara Capital
Washington
$88.2K
ADL
1521
Asset Dedication LLC
California
$88.1K
BG
1522
Bollard Group
Massachusetts
$88K
SGK
1523
Steigerwald Gordon & Koch
Virginia
$87.1K
TWD
1524
True Wealth Design
Ohio
$85.2K
CWP
1525
Concord Wealth Partners
Virginia
$81.8K