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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
O
1526
Ossiam
France
$81.6K
CP
1527
Camelot Portfolios
Ohio
$81.3K
TFM
1528
TFC Financial Management
Massachusetts
$80.9K
CFM
1529
Cornerstone Financial Management
Massachusetts
$80.2K
APW
1530
Aventura Private Wealth
Florida
$80K
HWA
1531
HHM Wealth Advisors
Tennessee
$77.8K
SPF
1532
South Plains Financial
Texas
$77.8K
CT
1533
Clearstead Trust
Maine
$76.7K
AEPWM
1534
Atlantic Edge Private Wealth Management
Florida
$76.4K
SN
1535
Sittner & Nelson
Oregon
$74.6K
MA
1536
Modus Advisors
Minnesota
$73.6K
FFO
1537
Fortitude Family Office
Arizona
$72.2K
FCAS
1538
First Command Advisory Services
Texas
$71.5K
ATC
1539
Adirondack Trust Company
New York
$70.7K
PWAM
1540
Private Wealth Asset Management
Iowa
$69.3K
GAG
1541
Goodman Advisory Group
Massachusetts
$67.3K
NL
1542
Navalign LLC
California
$66K
CIAM
1543
Caitong International Asset Management
Hong Kong
$64.7K
VC
1544
Vestor Capital
Illinois
$64K
CWM
1545
Consultiva Wealth Management
Puerto Rico
$63.7K
MAM
1546
Morse Asset Management
Connecticut
$61.2K
CPG
1547
Cornerstone Planning Group
New Jersey
$60.2K
PJCC
1548
Phillip James Consulting Co.
Minnesota
$60K
Q1WB
1549
Quest 10 Wealth Builders
Virginia
$59K
OW
1550
Olistico Wealth
Oklahoma
$58K