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Bank of New York Mellon

1,737 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, 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: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 595

1% more call options, than puts

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

Holders
1,737
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
NFSG
1601
Newbridge Financial Services Group
Florida
$33.1K
PWMG
1602
Private Wealth Management Group
New Jersey
$32.4K
BFPW
1603
BOK Financial Private Wealth
Colorado
$31.6K
WAG
1604
Wilkerson Advisory Group
Missouri
$31.5K
HWA
1605
Heritage Wealth Advisors
Virginia
$31K
VWA
1606
Valued Wealth Advisors
Utah
$31K
NWM
1607
Nova Wealth Management
Florida
$30.5K
MAM
1608
Marquette Asset Management
Minnesota
$30.3K
LI
1609
LRI Investments
Florida
$29.3K
RWS
1610
Retirement Wealth Solutions
Wisconsin
$28.3K
MA
1611
MCF Advisors
Kentucky
$27.4K
TSMHT
1612
Thurston Springer Miller Herd & Titak
Indiana
$27.4K
SVCP
1613
Silicon Valley Capital Partners
California
$27.2K
HI
1614
Hoey Investments
Pennsylvania
$26.1K
NEWAS
1615
N.E.W. Advisory Services
Wisconsin
$25.5K
HNB
1616
Hilltop National Bank
Wyoming
$25.1K
AF
1617
Abound Financial
California
$25.1K
TC
1618
Truvestments Capital
Florida
$24.7K
AP
1619
Atwood & Palmer
Missouri
$24.4K
AW
1620
Avion Wealth
Texas
$24K
GAFA
1621
Garton & Associates Financial Advisors
Kentucky
$22.9K
SIC
1622
SJS Investment Consulting
Ohio
$22.6K
SR
1623
Swiss Re
Switzerland
$22.5K
S
1624
Sachetta
Massachusetts
$22.4K
MB
1625
MidFirst Bank
Oklahoma
$22.3K