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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
HNW
1651
High Note Wealth
Minnesota
$14.6K
KG
1652
Kilter Group
New York
$13.8K
NSG
1653
Nalls Sherbakoff Group
Tennessee
$13.7K
AFC
1654
Ares Financial Consulting
California
$13.6K
BWL
1655
Bogart Wealth LLC
Virginia
$13.2K
EI
1656
EFG International
$13.1K
BAM
1657
Bellevue Asset Management
Washington
$12.7K
EWP
1658
Elevation Wealth Partners
California
$12.5K
PIS
1659
POM Investment Strategies
North Carolina
$12.3K
FPB
1660
First PREMIER Bank
South Dakota
$12K
IWP
1661
IAG Wealth Partners
Wisconsin
$12K
IWM
1662
IMG Wealth Management
Florida
$11.8K
GIM
1663
Gold Investment Management
Alberta, Canada
$11.6K
CIAS
1664
CBIZ Investment Advisory Services
Ohio
$11K
GWM
1665
Greenline Wealth Management
Florida
$10.9K
SC
1666
Solstein Capital
California
$10.8K
CWP
1667
Clark Wealth Partners
Illinois
$10.6K
JGCM
1668
Joseph Group Capital Management
Ohio
$10.6K
PSB
1669
Piscataqua Savings Bank
New Hampshire
$10.3K
DWM
1670
Dogwood Wealth Management
Kansas
$10.3K
BFS
1671
Bare Financial Services
Pennsylvania
$9.98K
PWA
1672
Physician Wealth Advisors
Utah
$9.17K
HFS
1673
Hughes Financial Services
Virginia
$8.82K
BCPWM
1674
Bradley & Co Private Wealth Management
Florida
$8.24K
AWM
1675
Abound Wealth Management
Tennessee
$8.13K