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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
CAL
1501
Capital Analysts LLC
Pennsylvania
$148K
TM
1502
Torren Management
California
$143K
OCM
1503
Osterweis Capital Management
California
$139K
LWCFA
1504
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K
WWA
1505
Wealth Watch Advisors
Colorado
$129K
GCM
1506
Gables Capital Management
Florida
$128K
CT
1507
Caldwell Trust
Florida
$128K
CYG
1508
Clean Yield Group
Vermont
$122K
CSPIA
1509
Cary Street Partners Investment Advisory
Virginia
$121K
1IA
1510
1620 Investment Advisors
Massachusetts
$121K
SSG
1511
Summit Securities Group
New York
$120K
TH
1512
TCTC Holdings
Texas
$119K
PP
1513
PFS Partners
New Jersey
$119K
CBT
1514
CoreFirst Bank & Trust
Kansas
$116K
DE
1515
DV Equities
Illinois
$114K
CIA
1516
Cape Investment Advisory
Georgia
$111K
KFAS
1517
Keating Financial Advisory Services
Kansas
$111K
TFIPS
1518
Towarzystwo Funduszy Inwestycyjnych PZU SA
$110K
PGAM
1519
Princeton Global Asset Management
New Jersey
$110K
LWANC
1520
Laurel Wealth Advisors (North Carolina)
North Carolina
$107K
EPIM
1521
Evelyn Partners Investment Management
$106K
HDIM
1522
Hanson & Doremus Investment Management
Vermont
$106K
Loomis, Sayles & Company
1523
Loomis, Sayles & Company
Massachusetts
$105K
SVWA
1524
Sarver Vrooman Wealth Advisors
Missouri
$101K
FCT
1525
First Community Trust
Iowa
$101K