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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
HFM
1551
Hartford Financial Management
Connecticut
$54.7K
WPA
1552
Wealth Preservation Advisors
Tennessee
$54.3K
QWM
1553
Quaker Wealth Management
New Jersey
$53.2K
C
1554
Covestor
United Kingdom
$53K
LAS
1555
Lloyd Advisory Services
Georgia
$52.6K
GK
1556
Graney & King
New York
$52.5K
GWP
1557
Gen-Wealth Partners
Michigan
$52.2K
EPIMS
1558
Evelyn Partners Investment Management Services
$52K
CB
1559
Community Bank
New York
$50.8K
WIM
1560
Westside Investment Management
California
$50.5K
DF
1561
Dunhill Financial
United Kingdom
$50.4K
RF
1562
Rossby Financial
Florida
$50.2K
MEG
1563
Millstone Evans Group
Colorado
$48.8K
KAS
1564
Kemnay Advisory Services
New York
$48.5K
GFA
1565
Godfrey Financial Associates
New York
$47.9K
EAM
1566
Empirical Asset Management
Massachusetts
$47.7K
BGA
1567
Battery Global Advisors
Massachusetts
$47.7K
PK
1568
Pflug Koory
Nebraska
$47.7K
GKIM
1569
GW&K Investment Management
Massachusetts
$47K
BOTPPF
1570
Board of the Pension Protection Fund
United Kingdom
$46.4K
LC
1571
Lavaca Capital
Texas
$46.4K
KLWA
1572
Kelly Lawrence W & Associates
California
$46.4K
KBFS
1573
Kohmann Bosshard Financial Services
Ohio
$46.2K
ACA
1574
Atlas Capital Advisors
Wyoming
$44.3K
OCM
1575
Orion Capital Management
California
$44.1K