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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
BAM
1651
Bellevue Asset Management
Washington
$12.7K
EWP
1652
Elevation Wealth Partners
California
$12.5K
PIS
1653
POM Investment Strategies
North Carolina
$12.3K
FPB
1654
First PREMIER Bank
South Dakota
$12K
IWP
1655
IAG Wealth Partners
Wisconsin
$12K
IWM
1656
IMG Wealth Management
Florida
$11.8K
GIM
1657
Gold Investment Management
Alberta, Canada
$11.6K
CIAS
1658
CBIZ Investment Advisory Services
Ohio
$11K
GWM
1659
Greenline Wealth Management
Florida
$10.9K
SC
1660
Solstein Capital
California
$10.8K
CWP
1661
Clark Wealth Partners
Illinois
$10.6K
JGCM
1662
Joseph Group Capital Management
Ohio
$10.6K
PSB
1663
Piscataqua Savings Bank
New Hampshire
$10.3K
DWM
1664
Dogwood Wealth Management
Kansas
$10.3K
BFS
1665
Bare Financial Services
Pennsylvania
$9.98K
PWA
1666
Physician Wealth Advisors
Utah
$9.17K
HFS
1667
Hughes Financial Services
Virginia
$8.82K
BCPWM
1668
Bradley & Co Private Wealth Management
Florida
$8.24K
AWM
1669
Abound Wealth Management
Tennessee
$8.13K
VWWMG
1670
Vermillion & White Wealth Management Group
Pennsylvania
$7.78K
VWA
1671
VSM Wealth Advisory
Maryland
$7.78K
PPC
1672
Park Place Capital
Alabama
$7.31K
YP
1673
YANKCOM Partnership
South Dakota
$7.31K
CFD
1674
Creative Financial Designs
Indiana
$7.2K
SFS
1675
Sunrise Financial Services
Washington
$6.62K