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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
CTB
1651
Country Trust Bank
Illinois
$15.6K
GWSG
1652
GPS Wealth Strategies Group
Colorado
$15.1K
HNW
1653
High Note Wealth
Minnesota
$14.6K
KG
1654
Kilter Group
New York
$13.8K
NSG
1655
Nalls Sherbakoff Group
Tennessee
$13.7K
AFC
1656
Ares Financial Consulting
California
$13.6K
BWL
1657
Bogart Wealth LLC
Virginia
$13.2K
EI
1658
EFG International
$13.1K
BAM
1659
Bellevue Asset Management
Washington
$12.7K
EWP
1660
Elevation Wealth Partners
California
$12.5K
PIS
1661
POM Investment Strategies
North Carolina
$12.3K
FPB
1662
First PREMIER Bank
South Dakota
$12K
IWP
1663
IAG Wealth Partners
Wisconsin
$12K
IWM
1664
IMG Wealth Management
Florida
$11.8K
GIM
1665
Gold Investment Management
Alberta, Canada
$11.6K
CIAS
1666
CBIZ Investment Advisory Services
Ohio
$11K
GWM
1667
Greenline Wealth Management
Florida
$10.9K
SC
1668
Solstein Capital
California
$10.8K
CWP
1669
Clark Wealth Partners
Illinois
$10.6K
JGCM
1670
Joseph Group Capital Management
Ohio
$10.6K
PSB
1671
Piscataqua Savings Bank
New Hampshire
$10.3K
DWM
1672
Dogwood Wealth Management
Kansas
$10.3K
BFS
1673
Bare Financial Services
Pennsylvania
$9.98K
PWA
1674
Physician Wealth Advisors
Utah
$9.17K
HFS
1675
Hughes Financial Services
Virginia
$8.82K