BK icon

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
PCFFS
1526
Pacific Center for Financial Services
California
$100K
UOTTAIMCU
1527
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$98.7K
WA
1528
WPG Advisers
Maryland
$95.7K
NRG
1529
Nemes Rush Group
Michigan
$94.4K
SL
1530
Salomon & Ludwin
Virginia
$93.8K
TC
1531
Trust Company
Kansas
$93.8K
SCM
1532
Silvant Capital Management
Georgia
$89.9K
SWIM
1533
Smallwood Wealth Investment Management
New Jersey
$89.4K
HC
1534
Hara Capital
Washington
$88.2K
ADL
1535
Asset Dedication LLC
California
$88.1K
BG
1536
Bollard Group
Massachusetts
$88K
SGK
1537
Steigerwald Gordon & Koch
Virginia
$87.1K
TWD
1538
True Wealth Design
Ohio
$85.2K
GCM
1539
Gunpowder Capital Management
Maryland
$84.4K
CWP
1540
Concord Wealth Partners
Virginia
$81.8K
O
1541
Ossiam
France
$81.6K
CP
1542
Camelot Portfolios
Ohio
$81.3K
TFM
1543
TFC Financial Management
Massachusetts
$80.9K
RAM
1544
Reflection Asset Management
South Carolina
$80.5K
CFM
1545
Cornerstone Financial Management
Massachusetts
$80.2K
APW
1546
Aventura Private Wealth
Florida
$80K
HWA
1547
HHM Wealth Advisors
Tennessee
$77.8K
SPF
1548
South Plains Financial
Texas
$77.8K
CT
1549
Clearstead Trust
Maine
$76.7K
AEPWM
1550
Atlantic Edge Private Wealth Management
Florida
$76.4K