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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
KAS
1576
Kemnay Advisory Services
New York
$48.5K
GFA
1577
Godfrey Financial Associates
New York
$47.9K
EAM
1578
Empirical Asset Management
Massachusetts
$47.7K
BGA
1579
Battery Global Advisors
Massachusetts
$47.7K
PK
1580
Pflug Koory
Nebraska
$47.7K
GKIM
1581
GW&K Investment Management
Massachusetts
$47K
BOTPPF
1582
Board of the Pension Protection Fund
United Kingdom
$46.4K
KLWA
1583
Kelly Lawrence W & Associates
California
$46.4K
LC
1584
Lavaca Capital
Texas
$46.4K
KBFS
1585
Kohmann Bosshard Financial Services
Ohio
$46.2K
ACA
1586
Atlas Capital Advisors
Wyoming
$44.3K
OCM
1587
Orion Capital Management
California
$44.1K
CAL
1588
Capital Advisors Ltd
Ohio
$44K
OP
1589
ORG Partners
Indiana
$41.2K
OAJ
1590
Ogorek Anthony Joseph
New York
$40K
UCB
1591
United Community Bank
South Carolina
$39.7K
NECFA
1592
New England Capital Financial Advisors
Connecticut
$39.3K
PAM
1593
Parvin Asset Management
South Dakota
$37.4K
HBW
1594
Hazlett, Burt & Watson
West Virginia
$35K
VWM
1595
Valley Wealth Managers
New Jersey
$34.8K
WWM
1596
Wolff Wiese Magana
California
$33.3K
NFSG
1597
Newbridge Financial Services Group
Florida
$33.1K
PWMG
1598
Private Wealth Management Group
New Jersey
$32.4K
BFPW
1599
BOK Financial Private Wealth
Colorado
$31.6K
WAG
1600
Wilkerson Advisory Group
Missouri
$31.5K