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Bank of New York Mellon

1,738 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, 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
1,738
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
GWSG
1651
GPS Wealth Strategies Group
Colorado
$15.1K
HNW
1652
High Note Wealth
Minnesota
$14.6K
KG
1653
Kilter Group
New York
$13.8K
NSG
1654
Nalls Sherbakoff Group
Tennessee
$13.7K
AFC
1655
Ares Financial Consulting
California
$13.6K
BWL
1656
Bogart Wealth LLC
Virginia
$13.2K
EI
1657
EFG International
$13.1K
BAM
1658
Bellevue Asset Management
Washington
$12.7K
EWP
1659
Elevation Wealth Partners
California
$12.5K
PIS
1660
POM Investment Strategies
North Carolina
$12.3K
FPB
1661
First PREMIER Bank
South Dakota
$12K
IWP
1662
IAG Wealth Partners
Wisconsin
$12K
IWM
1663
IMG Wealth Management
Florida
$11.8K
GIM
1664
Gold Investment Management
Alberta, Canada
$11.6K
CIAS
1665
CBIZ Investment Advisory Services
Ohio
$11K
GWM
1666
Greenline Wealth Management
Florida
$10.9K
SC
1667
Solstein Capital
California
$10.8K
CWP
1668
Clark Wealth Partners
Illinois
$10.6K
JGCM
1669
Joseph Group Capital Management
Ohio
$10.6K
PSB
1670
Piscataqua Savings Bank
New Hampshire
$10.3K
DWM
1671
Dogwood Wealth Management
Kansas
$10.3K
BFS
1672
Bare Financial Services
Pennsylvania
$9.98K
PWA
1673
Physician Wealth Advisors
Utah
$9.17K
HFS
1674
Hughes Financial Services
Virginia
$8.82K
BCPWM
1675
Bradley & Co Private Wealth Management
Florida
$8.24K