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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
FCT
1526
First Community Trust
Iowa
$101K
PCFFS
1527
Pacific Center for Financial Services
California
$100K
UOTTAIMCU
1528
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$98.7K
WA
1529
WPG Advisers
Maryland
$95.7K
NRG
1530
Nemes Rush Group
Michigan
$94.4K
SL
1531
Salomon & Ludwin
Virginia
$93.8K
TC
1532
Trust Company
Kansas
$93.8K
SCM
1533
Silvant Capital Management
Georgia
$89.9K
SWIM
1534
Smallwood Wealth Investment Management
New Jersey
$89.4K
HC
1535
Hara Capital
Washington
$88.2K
ADL
1536
Asset Dedication LLC
California
$88.1K
BG
1537
Bollard Group
Massachusetts
$88K
SGK
1538
Steigerwald Gordon & Koch
Virginia
$87.1K
TWD
1539
True Wealth Design
Ohio
$85.2K
GCM
1540
Gunpowder Capital Management
Maryland
$84.4K
CWP
1541
Concord Wealth Partners
Virginia
$81.8K
O
1542
Ossiam
France
$81.6K
CP
1543
Camelot Portfolios
Ohio
$81.3K
TFM
1544
TFC Financial Management
Massachusetts
$80.9K
RAM
1545
Reflection Asset Management
South Carolina
$80.5K
CFM
1546
Cornerstone Financial Management
Massachusetts
$80.2K
APW
1547
Aventura Private Wealth
Florida
$80K
HWA
1548
HHM Wealth Advisors
Tennessee
$77.8K
SPF
1549
South Plains Financial
Texas
$77.8K
CT
1550
Clearstead Trust
Maine
$76.7K