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
SN
1551
Sittner & Nelson
Oregon
$74.6K
MA
1552
Modus Advisors
Minnesota
$73.6K
FFO
1553
Fortitude Family Office
Arizona
$72.2K
SWM
1554
SHP Wealth Management
Massachusetts
$71.8K
FCAS
1555
First Command Advisory Services
Texas
$71.5K
ATC
1556
Adirondack Trust Company
New York
$70.7K
PWAM
1557
Private Wealth Asset Management
Iowa
$69.3K
GAG
1558
Goodman Advisory Group
Massachusetts
$67.3K
NL
1559
Navalign LLC
California
$66K
VC
1560
Vestor Capital
Illinois
$64K
CWM
1561
Consultiva Wealth Management
Puerto Rico
$63.7K
MAM
1562
Morse Asset Management
Connecticut
$61.2K
CPG
1563
Cornerstone Planning Group
New Jersey
$60.2K
PJC
1564
Phillip James Consulting
Minnesota
$60K
Q1WB
1565
Quest 10 Wealth Builders
Virginia
$59K
OW
1566
Olistico Wealth
Oklahoma
$58K
HFM
1567
Hartford Financial Management
Connecticut
$54.7K
WPA
1568
Wealth Preservation Advisors
Tennessee
$54.3K
QWM
1569
Quaker Wealth Management
New Jersey
$53.2K
C
1570
Covestor
United Kingdom
$53K
LAS
1571
Lloyd Advisory Services
Georgia
$52.6K
GK
1572
Graney & King
New York
$52.5K
GWP
1573
Gen-Wealth Partners
Michigan
$52.2K
EPIMS
1574
Evelyn Partners Investment Management Services
$52K
BONH
1575
Bank of New Hampshire
New Hampshire
$51.4K