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Bank of New York Mellon

1,716 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, 608 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: 608 | 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
1,716
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
EWM
1626
Evolution Wealth Management
Florida
$16.1K
HWP
1627
Highline Wealth Partners
California
$16K
MTIC
1628
Missouri Trust & Investment Company
Missouri
$15.7K
AWM
1629
Activest Wealth Management
Florida
$15.7K
CTB
1630
Country Trust Bank
Illinois
$15.6K
GWSG
1631
GPS Wealth Strategies Group
Colorado
$15.1K
HNW
1632
High Note Wealth
Minnesota
$14.6K
KG
1633
Kilter Group
New York
$13.8K
AFC
1634
Ares Financial Consulting
California
$13.6K
BWL
1635
Bogart Wealth LLC
Virginia
$13.2K
EI
1636
EFG International
$13.1K
BAM
1637
Bellevue Asset Management
Washington
$12.7K
EWP
1638
Elevation Wealth Partners
California
$12.5K
PIS
1639
POM Investment Strategies
North Carolina
$12.3K
FPB
1640
First PREMIER Bank
South Dakota
$12K
IWP
1641
IAG Wealth Partners
Wisconsin
$12K
IWM
1642
IMG Wealth Management
Florida
$11.8K
GIM
1643
Gold Investment Management
Alberta, Canada
$11.6K
CIAS
1644
CBIZ Investment Advisory Services
Ohio
$11K
GWM
1645
Greenline Wealth Management
Florida
$10.9K
SC
1646
Solstein Capital
California
$10.8K
CWP
1647
Clark Wealth Partners
Illinois
$10.6K
JGCM
1648
Joseph Group Capital Management
Ohio
$10.6K
PSB
1649
Piscataqua Savings Bank
New Hampshire
$10.3K
DWM
1650
Dogwood Wealth Management
Kansas
$10.3K