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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
BFS
1651
Bare Financial Services
Pennsylvania
$9.98K
PWA
1652
Physician Wealth Advisors
Utah
$9.17K
HFS
1653
Hughes Financial Services
Virginia
$8.82K
BCPWM
1654
Bradley & Co Private Wealth Management
Florida
$8.24K
AWM
1655
Abound Wealth Management
Tennessee
$8.13K
VWWMG
1656
Vermillion & White Wealth Management Group
Pennsylvania
$7.78K
VWA
1657
VSM Wealth Advisory
Maryland
$7.78K
PPC
1658
Park Place Capital
Alabama
$7.31K
YP
1659
YANKCOM Partnership
South Dakota
$7.31K
CFD
1660
Creative Financial Designs
Indiana
$7.2K
SFS
1661
Sunrise Financial Services
Washington
$6.62K
ANBT
1662
American National Bank & Trust
Texas
$6.15K
FC
1663
Financial Consulate
Maryland
$6.04K
ACM
1664
Accent Capital Management
Ohio
$5.92K
JSAM
1665
J. Safra Asset Management
New York
$5.8K
CFG
1666
Clayton Financial Group
Missouri
$5.46K
KFI
1667
Key Financial Inc
Pennsylvania
$5.46K
AP
1668
Aspect Partners
Virginia
$5.34K
PWA
1669
Principia Wealth Advisory
Texas
$5.11K
WW
1670
Winnow Wealth
Texas
$5.03K
TFG
1671
Team Financial Group
California
$4.92K
IPS
1672
Investors Portfolio Services
Washington
$4.6K
B
1673
Birchbrook
Maine
$4.3K
API
1674
Asset Planning Inc
California
$4.29K
IAS
1675
IMA Advisory Services
Colorado
$4.29K