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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
ANBT
1676
American National Bank & Trust
Texas
$6.15K
FC
1677
Financial Consulate
Maryland
$6.04K
ACM
1678
Accent Capital Management
Ohio
$5.92K
JSAM
1679
J. Safra Asset Management
New York
$5.8K
CFG
1680
Clayton Financial Group
Missouri
$5.46K
KFI
1681
Key Financial Inc
Pennsylvania
$5.46K
AP
1682
Aspect Partners
Virginia
$5.34K
PWA
1683
Principia Wealth Advisory
Texas
$5.11K
WW
1684
Winnow Wealth
Texas
$5.03K
TFG
1685
Team Financial Group
California
$4.92K
IPS
1686
Investors Portfolio Services
Washington
$4.6K
B
1687
Birchbrook
Maine
$4.3K
API
1688
Asset Planning Inc
California
$4.29K
IAS
1689
IMA Advisory Services
Colorado
$4.29K
LWMI
1690
Legacy Wealth Management (Idaho)
Idaho
$4.18K
VWM
1691
Vermillion Wealth Management
Minnesota
$4.18K
CCMI
1692
Creative Capital Management Investments
California
$4.18K
GSWM
1693
Golden State Wealth Management
California
$3.5K
LA
1694
LM Advisors
California
$3.49K
SFAM
1695
Sawyer Falduto Asset Management
Illinois
$3.37K
PAI
1696
Pittenger & Anderson Inc
Nebraska
$3.25K
FNWA
1697
Financial Network Wealth Advisors
Utah
$3.02K
MWM
1698
Mascoma Wealth Management
New Hampshire
$3.02K
KA
1699
Kozak & Associates
Colorado
$3.01K
MNA
1700
Manning & Napier Advisors
New York
$2.92K