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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
S
1626
Sachetta
Massachusetts
$22.4K
MB
1627
MidFirst Bank
Oklahoma
$22.3K
HFS
1628
Horizon Financial Services
North Carolina
$22.1K
LIA
1629
Luken Investment Analytics
Tennessee
$21.9K
PB
1630
Pinnacle Bancorp
Nebraska
$21.7K
IIM
1631
IFC & Insurance Marketing
California
$21K
RFS
1632
Richardson Financial Services
Massachusetts
$20.9K
FC
1633
Fairscale Capital
New Hampshire
$19.7K
CTA
1634
Colonial Trust Advisors
South Carolina
$19.6K
RTL
1635
Red Tortoise LLC
Georgia
$19.4K
GTAM
1636
Global Trust Asset Management
Florida
$19.1K
WETS
1637
Wealth Enhancement Trust Services
South Dakota
$18.8K
CA
1638
Crewe Advisors
Utah
$18.2K
KFA
1639
Kelleher Financial Advisors
New York
$17.8K
HHMI
1640
Howard Hughes Medical Institute
Maryland
$17.5K
B
1641
Bayban
Minnesota
$17.2K
T. Rowe Price Investment Management
1642
T. Rowe Price Investment Management
Maryland
$17K
MSWM
1643
Mowery & Schoenfeld Wealth Management
Illinois
$16.6K
WCM
1644
Westend Capital Management
California
$16.4K
AIM
1645
Access Investment Management
Georgia
$16.3K
FFL
1646
Financial Freedom LLC
Ohio
$16.3K
EWM
1647
Evolution Wealth Management
Florida
$16.1K
HWP
1648
Highline Wealth Partners
California
$16K
MTIC
1649
Missouri Trust & Investment Company
Missouri
$15.7K
AWM
1650
Activest Wealth Management
Florida
$15.7K