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Bank of New York Mellon

1,737 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, 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
1,737
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
MA
1551
Modus Advisors
Minnesota
$73.6K
FFO
1552
Fortitude Family Office
Arizona
$72.2K
SWM
1553
SHP Wealth Management
Massachusetts
$71.8K
FCAS
1554
First Command Advisory Services
Texas
$71.5K
ATC
1555
Adirondack Trust Company
New York
$70.7K
PWAM
1556
Private Wealth Asset Management
Iowa
$69.3K
GAG
1557
Goodman Advisory Group
Massachusetts
$67.3K
NL
1558
Navalign LLC
California
$66K
VC
1559
Vestor Capital
Illinois
$64K
CWM
1560
Consultiva Wealth Management
Puerto Rico
$63.7K
MAM
1561
Morse Asset Management
Connecticut
$61.2K
CPG
1562
Cornerstone Planning Group
New Jersey
$60.2K
PJC
1563
Phillip James Consulting
Minnesota
$60K
Q1WB
1564
Quest 10 Wealth Builders
Virginia
$59K
OW
1565
Olistico Wealth
Oklahoma
$58K
HFM
1566
Hartford Financial Management
Connecticut
$54.7K
WPA
1567
Wealth Preservation Advisors
Tennessee
$54.3K
QWM
1568
Quaker Wealth Management
New Jersey
$53.2K
C
1569
Covestor
United Kingdom
$53K
LAS
1570
Lloyd Advisory Services
Georgia
$52.6K
GK
1571
Graney & King
New York
$52.5K
GWP
1572
Gen-Wealth Partners
Michigan
$52.2K
EPIMS
1573
Evelyn Partners Investment Management Services
$52K
BONH
1574
Bank of New Hampshire
New Hampshire
$51.4K
CB
1575
Community Bank
New York
$50.8K