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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
FCAS
1551
First Command Advisory Services
Texas
$71.5K
ATC
1552
Adirondack Trust Company
New York
$70.7K
PWAM
1553
Private Wealth Asset Management
Iowa
$69.3K
GAG
1554
Goodman Advisory Group
Massachusetts
$67.3K
NL
1555
Navalign LLC
California
$66K
VC
1556
Vestor Capital
Illinois
$64K
CWM
1557
Consultiva Wealth Management
Puerto Rico
$63.7K
MAM
1558
Morse Asset Management
Connecticut
$61.2K
CPG
1559
Cornerstone Planning Group
New Jersey
$60.2K
PJCC
1560
Phillip James Consulting Co.
Minnesota
$60K
Q1WB
1561
Quest 10 Wealth Builders
Virginia
$59K
OW
1562
Olistico Wealth
Oklahoma
$58K
HFM
1563
Hartford Financial Management
Connecticut
$54.7K
WPA
1564
Wealth Preservation Advisors
Tennessee
$54.3K
QWM
1565
Quaker Wealth Management
New Jersey
$53.2K
C
1566
Covestor
United Kingdom
$53K
LAS
1567
Lloyd Advisory Services
Georgia
$52.6K
GK
1568
Graney & King
New York
$52.5K
GWP
1569
Gen-Wealth Partners
Michigan
$52.2K
EPIMS
1570
Evelyn Partners Investment Management Services
$52K
CB
1571
Community Bank
New York
$50.8K
WIM
1572
Westside Investment Management
California
$50.5K
DF
1573
Dunhill Financial
United Kingdom
$50.4K
RF
1574
Rossby Financial
Florida
$50.2K
MEG
1575
Millstone Evans Group
Colorado
$48.8K