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Bank of New York Mellon

1,739 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, 614 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: 83.07%84.4% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 595

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,739
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
GSWM
1701
Golden State Wealth Management
California
$3.5K
LA
1702
LM Advisors
California
$3.49K
SFAM
1703
Sawyer Falduto Asset Management
Illinois
$3.37K
PAI
1704
Pittenger & Anderson Inc
Nebraska
$3.25K
FNWA
1705
Financial Network Wealth Advisors
Utah
$3.02K
MWM
1706
Mascoma Wealth Management
New Hampshire
$3.02K
KA
1707
Kozak & Associates
Colorado
$3.01K
MNA
1708
Manning & Napier Advisors
New York
$2.92K
W
1709
WealthCollab
Washington
$2.9K
SA
1710
Scarborough Advisors
Maryland
$2.87K
HIA
1711
HFM Investment Advisors
New Jersey
$2.79K
NL
1712
NVWM LLC
Pennsylvania
$2.79K
WA
1713
WestEnd Advisors
North Carolina
$2.55K
P
1714
Palladiem
Pennsylvania
$2.44K
GAMC
1715
Garner Asset Management Corp
Texas
$2.42K
AG
1716
AmeriFlex Group
Nevada
$2.32K
OC
1717
Optima Capital
Oregon
$2.32K
FMP
1718
Financial Management Professionals
Texas
$2.09K
ACA
1719
American Capital Advisory
Idaho
$2.09K
RCM
1720
Richardson Capital Management
Wisconsin
$2.09K
CFS
1721
CGC Financial Services
Oregon
$1.74K
QA
1722
Quattro Advisors
Pennsylvania
$1.3K
SHIM
1723
Stone House Investment Management
Pennsylvania
$1.28K
TPBG
1724
Turning Point Benefit Group
Maryland
$1.16K
SA
1725
Seneschal Advisors
Washington
$1.04K