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Bank of New York Mellon

1,731 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 217 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
1,731
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
VWA
1601
Valued Wealth Advisors
Utah
$31K
NWM
1602
Nova Wealth Management
Florida
$30.5K
MAM
1603
Marquette Asset Management
Minnesota
$30.3K
LI
1604
LRI Investments
Florida
$29.3K
RWS
1605
Retirement Wealth Solutions
Wisconsin
$28.3K
MA
1606
MCF Advisors
Kentucky
$27.4K
TSMHT
1607
Thurston Springer Miller Herd & Titak
Indiana
$27.4K
SVCP
1608
Silicon Valley Capital Partners
California
$27.2K
HI
1609
Hoey Investments
Pennsylvania
$26.1K
NEWAS
1610
N.E.W. Advisory Services
Wisconsin
$25.5K
HNB
1611
Hilltop National Bank
Wyoming
$25.1K
AF
1612
Abound Financial
California
$25.1K
TC
1613
Truvestments Capital
Florida
$24.7K
AP
1614
Atwood & Palmer
Missouri
$24.4K
AW
1615
Avion Wealth
Texas
$24K
GAFA
1616
Garton & Associates Financial Advisors
Kentucky
$22.9K
SIC
1617
SJS Investment Consulting
Ohio
$22.6K
SR
1618
Swiss Re
Switzerland
$22.5K
S
1619
Sachetta
Massachusetts
$22.4K
MB
1620
MidFirst Bank
Oklahoma
$22.3K
HFS
1621
Horizon Financial Services
North Carolina
$22.1K
LIA
1622
Luken Investment Analytics
Tennessee
$21.9K
PB
1623
Pinnacle Bancorp
Nebraska
$21.7K
IIM
1624
IFC & Insurance Marketing
California
$21K
RFS
1625
Richardson Financial Services
Massachusetts
$20.9K