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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
AWM
1676
Abound Wealth Management
Tennessee
$8.13K
VWWMG
1677
Vermillion & White Wealth Management Group
Pennsylvania
$7.78K
VWA
1678
VSM Wealth Advisory
Maryland
$7.78K
PPC
1679
Park Place Capital
Alabama
$7.31K
YP
1680
YANKCOM Partnership
South Dakota
$7.31K
CFD
1681
Creative Financial Designs
Indiana
$7.2K
SFS
1682
Sunrise Financial Services
Washington
$6.62K
ANBT
1683
American National Bank & Trust
Texas
$6.15K
FC
1684
Financial Consulate
Maryland
$6.04K
ACM
1685
Accent Capital Management
Ohio
$5.92K
JSAM
1686
J. Safra Asset Management
New York
$5.8K
CFG
1687
Clayton Financial Group
Missouri
$5.46K
KFI
1688
Key Financial Inc
Pennsylvania
$5.46K
AP
1689
Aspect Partners
Virginia
$5.34K
PWA
1690
Principia Wealth Advisory
Texas
$5.11K
WW
1691
Winnow Wealth
Texas
$5.03K
TFG
1692
Team Financial Group
California
$4.92K
IPS
1693
Investors Portfolio Services
Washington
$4.6K
B
1694
Birchbrook
Maine
$4.3K
API
1695
Asset Planning Inc
California
$4.29K
IAS
1696
IMA Advisory Services
Colorado
$4.29K
LWMI
1697
Legacy Wealth Management (Idaho)
Idaho
$4.18K
VWM
1698
Vermillion Wealth Management
Minnesota
$4.18K
CCMI
1699
Creative Capital Management Investments
California
$4.18K
GSWM
1700
Golden State Wealth Management
California
$3.5K