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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
TC
1601
Truvestments Capital
Florida
$24.7K
AP
1602
Atwood & Palmer
Missouri
$24.4K
AW
1603
Avion Wealth
Texas
$24K
GAFA
1604
Garton & Associates Financial Advisors
Kentucky
$22.9K
SIC
1605
SJS Investment Consulting
Ohio
$22.6K
SR
1606
Swiss Re
Switzerland
$22.5K
S
1607
Sachetta
Massachusetts
$22.4K
MB
1608
MidFirst Bank
Oklahoma
$22.3K
HFS
1609
Horizon Financial Services
North Carolina
$22.1K
LIA
1610
Luken Investment Analytics
Tennessee
$21.9K
PB
1611
Pinnacle Bancorp
Nebraska
$21.7K
IIM
1612
IFC & Insurance Marketing
California
$21K
RFS
1613
Richardson Financial Services
Massachusetts
$20.9K
FC
1614
Fairscale Capital
New Hampshire
$19.7K
CTA
1615
Colonial Trust Advisors
South Carolina
$19.6K
RTL
1616
Red Tortoise LLC
Georgia
$19.4K
GTAM
1617
Global Trust Asset Management
Florida
$19.1K
WETS
1618
Wealth Enhancement Trust Services
South Dakota
$18.8K
CA
1619
Crewe Advisors
Utah
$18.2K
KFA
1620
Kelleher Financial Advisors
New York
$17.8K
HHMI
1621
Howard Hughes Medical Institute
Maryland
$17.5K
T. Rowe Price Investment Management
1622
T. Rowe Price Investment Management
Maryland
$17K
MSWM
1623
Mowery & Schoenfeld Wealth Management
Illinois
$16.6K
WCM
1624
Westend Capital Management
California
$16.4K
AIM
1625
Access Investment Management
Georgia
$16.3K