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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
FC
1626
Fairscale Capital
New Hampshire
$19.7K
CTA
1627
Colonial Trust Advisors
South Carolina
$19.6K
RTL
1628
Red Tortoise LLC
Georgia
$19.4K
GTAM
1629
Global Trust Asset Management
Florida
$19.1K
WETS
1630
Wealth Enhancement Trust Services
South Dakota
$18.8K
CA
1631
Crewe Advisors
Utah
$18.2K
KFA
1632
Kelleher Financial Advisors
New York
$17.8K
HHMI
1633
Howard Hughes Medical Institute
Maryland
$17.5K
B
1634
BAYBAN
Minnesota
$17.2K
T. Rowe Price Investment Management
1635
T. Rowe Price Investment Management
Maryland
$17K
MSWM
1636
Mowery & Schoenfeld Wealth Management
Illinois
$16.6K
WCM
1637
Westend Capital Management
California
$16.4K
AIM
1638
Access Investment Management
Georgia
$16.3K
FFL
1639
Financial Freedom LLC
Ohio
$16.3K
EWM
1640
Evolution Wealth Management
Florida
$16.1K
HWP
1641
Highline Wealth Partners
California
$16K
MTIC
1642
Missouri Trust & Investment Company
Missouri
$15.7K
AWM
1643
Activest Wealth Management
Florida
$15.7K
CTB
1644
Country Trust Bank
Illinois
$15.6K
GWSG
1645
GPS Wealth Strategies Group
Colorado
$15.1K
HNW
1646
High Note Wealth
Minnesota
$14.6K
KG
1647
Kilter Group
New York
$13.8K
AFC
1648
Ares Financial Consulting
California
$13.6K
BWL
1649
Bogart Wealth LLC
Virginia
$13.2K
EI
1650
EFG International
$13.1K