BK icon

Bank of New York Mellon

1,717 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, 590 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: 590

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
1,717
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
OP
1576
ORG Partners
Indiana
$41.2K
OAJ
1577
Ogorek Anthony Joseph
New York
$40K
UCB
1578
United Community Bank
South Carolina
$39.7K
NECFA
1579
New England Capital Financial Advisors
Connecticut
$39.3K
PAM
1580
Parvin Asset Management
South Dakota
$37.4K
HBW
1581
Hazlett, Burt & Watson
West Virginia
$35K
VWM
1582
Valley Wealth Managers
New Jersey
$34.8K
WWM
1583
Wolff Wiese Magana
California
$33.3K
NFSG
1584
Newbridge Financial Services Group
Florida
$33.1K
PWMG
1585
Private Wealth Management Group
New Jersey
$32.4K
BFPW
1586
BOK Financial Private Wealth
Colorado
$31.6K
WAG
1587
Wilkerson Advisory Group
Missouri
$31.5K
HWA
1588
Heritage Wealth Advisors
Virginia
$31K
VWA
1589
Valued Wealth Advisors
Utah
$31K
NWM
1590
Nova Wealth Management
Florida
$30.5K
MAM
1591
Marquette Asset Management
Minnesota
$30.3K
LI
1592
LRI Investments
Florida
$29.3K
RWS
1593
Retirement Wealth Solutions
Wisconsin
$28.3K
MA
1594
MCF Advisors
Kentucky
$27.4K
TSMHT
1595
Thurston Springer Miller Herd & Titak
Indiana
$27.4K
SVCP
1596
Silicon Valley Capital Partners
California
$27.2K
HI
1597
Hoey Investments
Pennsylvania
$26.1K
NEWAS
1598
N.E.W. Advisory Services
Wisconsin
$25.5K
HNB
1599
Hilltop National Bank
Wyoming
$25.1K
AF
1600
Abound Financial
California
$25.1K