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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
SL
1526
Salomon & Ludwin
Virginia
$93.8K
TC
1527
Trust Company
Kansas
$93.8K
SCM
1528
Silvant Capital Management
Georgia
$89.9K
SWIM
1529
Smallwood Wealth Investment Management
New Jersey
$89.4K
HC
1530
Hara Capital
Washington
$88.2K
ADL
1531
Asset Dedication LLC
California
$88.1K
BG
1532
Bollard Group
Massachusetts
$88K
SGK
1533
Steigerwald Gordon & Koch
Virginia
$87.1K
TWD
1534
True Wealth Design
Ohio
$85.2K
GCMLDOWM
1535
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Maryland
$84.4K
CWP
1536
Concord Wealth Partners
Virginia
$81.8K
O
1537
Ossiam
France
$81.6K
CP
1538
Camelot Portfolios
Ohio
$81.3K
TFM
1539
TFC Financial Management
Massachusetts
$80.9K
RAM
1540
Reflection Asset Management
South Carolina
$80.5K
CFM
1541
Cornerstone Financial Management
Massachusetts
$80.2K
APW
1542
Aventura Private Wealth
Florida
$80K
HWA
1543
HHM Wealth Advisors
Tennessee
$77.8K
SPF
1544
South Plains Financial
Texas
$77.8K
CT
1545
Clearstead Trust
Maine
$76.7K
AEPWM
1546
Atlantic Edge Private Wealth Management
Florida
$76.4K
SN
1547
Sittner & Nelson
Oregon
$74.6K
MA
1548
Modus Advisors
Minnesota
$73.6K
FFO
1549
Fortitude Family Office
Arizona
$72.2K
SWM
1550
SHP Wealth Management
Massachusetts
$71.8K