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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
W
1701
WealthCollab
Washington
$2.9K
SA
1702
Scarborough Advisors
Maryland
$2.87K
HIA
1703
HFM Investment Advisors
New Jersey
$2.79K
NL
1704
NVWM LLC
Pennsylvania
$2.79K
WA
1705
WestEnd Advisors
North Carolina
$2.55K
P
1706
Palladiem
Pennsylvania
$2.44K
GAMC
1707
Garner Asset Management Corp
Texas
$2.42K
AG
1708
AmeriFlex Group
Nevada
$2.32K
OC
1709
Optima Capital
Oregon
$2.32K
FMP
1710
Financial Management Professionals
Texas
$2.09K
ACA
1711
American Capital Advisory
Idaho
$2.09K
RCM
1712
Richardson Capital Management
Wisconsin
$2.09K
CFS
1713
CGC Financial Services
Oregon
$1.74K
QA
1714
Quattro Advisors
Pennsylvania
$1.3K
SHIM
1715
Stone House Investment Management
Pennsylvania
$1.28K
TPBG
1716
Turning Point Benefit Group
Maryland
$1.16K
SA
1717
Seneschal Advisors
Washington
$1.04K
RBC
1718
Roble Belko & Company
Pennsylvania
$1K
CIAM
1719
Caitong International Asset Management
Hong Kong
$929
CJ
1720
Caitlin John
Michigan
$697
EFMH
1721
E Fund Management (HK)
Hong Kong
$608
BIM
1722
Breakwater Investment Management
Washington
$581
ECA
1723
Elevated Capital Advisors
Utah
$580
AIM
1724
Arcadia Investment Management
Michigan
$465
LWM
1725
Lodestone Wealth Management
Washington
$464