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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
HFS
1626
Horizon Financial Services
North Carolina
$22.1K
LIA
1627
Luken Investment Analytics
Tennessee
$21.9K
PB
1628
Pinnacle Bancorp
Nebraska
$21.7K
IIM
1629
IFC & Insurance Marketing
California
$21K
RFS
1630
Richardson Financial Services
Massachusetts
$20.9K
FC
1631
Fairscale Capital
New Hampshire
$19.7K
CTA
1632
Colonial Trust Advisors
South Carolina
$19.6K
RTL
1633
Red Tortoise LLC
Georgia
$19.4K
GTAM
1634
Global Trust Asset Management
Florida
$19.1K
WETS
1635
Wealth Enhancement Trust Services
South Dakota
$18.8K
CA
1636
Crewe Advisors
Utah
$18.2K
KFA
1637
Kelleher Financial Advisors
New York
$17.8K
HHMI
1638
Howard Hughes Medical Institute
Maryland
$17.5K
B
1639
Bayban
Minnesota
$17.2K
T. Rowe Price Investment Management
1640
T. Rowe Price Investment Management
Maryland
$17K
MSWM
1641
Mowery & Schoenfeld Wealth Management
Illinois
$16.6K
WCM
1642
Westend Capital Management
California
$16.4K
AIM
1643
Access Investment Management
Georgia
$16.3K
FFL
1644
Financial Freedom LLC
Ohio
$16.3K
EWM
1645
Evolution Wealth Management
Florida
$16.1K
HWP
1646
Highline Wealth Partners
California
$16K
MTIC
1647
Missouri Trust & Investment Company
Missouri
$15.7K
AWM
1648
Activest Wealth Management
Florida
$15.7K
CTB
1649
Country Trust Bank
Illinois
$15.6K
GWSG
1650
GPS Wealth Strategies Group
Colorado
$15.1K