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Bank of New York Mellon

1,739 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, 614 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: 83.07%84.4% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 595

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,739
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
VWM
1601
Valley Wealth Managers
New Jersey
$34.8K
WWM
1602
Wolff Wiese Magana
California
$33.3K
NFSG
1603
Newbridge Financial Services Group
Florida
$33.1K
PWMG
1604
Private Wealth Management Group
New Jersey
$32.4K
BFPW
1605
BOK Financial Private Wealth
Colorado
$31.6K
WAG
1606
Wilkerson Advisory Group
Missouri
$31.5K
HWA
1607
Heritage Wealth Advisors
Virginia
$31K
VWA
1608
Valued Wealth Advisors
Utah
$31K
NWM
1609
Nova Wealth Management
Florida
$30.5K
MAM
1610
Marquette Asset Management
Minnesota
$30.3K
LI
1611
LRI Investments
Florida
$29.3K
RWS
1612
Retirement Wealth Solutions
Wisconsin
$28.3K
MA
1613
MCF Advisors
Kentucky
$27.4K
TSMHT
1614
Thurston Springer Miller Herd & Titak
Indiana
$27.4K
SVCP
1615
Silicon Valley Capital Partners
California
$27.2K
HI
1616
Hoey Investments
Pennsylvania
$26.1K
NEWAS
1617
N.E.W. Advisory Services
Wisconsin
$25.5K
HNB
1618
Hilltop National Bank
Wyoming
$25.1K
AF
1619
Abound Financial
California
$25.1K
TC
1620
Truvestments Capital
Florida
$24.7K
AP
1621
Atwood & Palmer
Missouri
$24.4K
AW
1622
Avion Wealth
Texas
$24K
GAFA
1623
Garton & Associates Financial Advisors
Kentucky
$22.9K
SIC
1624
SJS Investment Consulting
Ohio
$22.6K
SR
1625
Swiss Re
Switzerland
$22.5K