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Bank of New York Mellon

1,732 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, 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
1,732
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
LWM
1726
Lodestone Wealth Management
Washington
$464
MAFA
1727
MJT & Associates Financial Advisory
Minnesota
$349
TFA
1728
Toth Financial Advisory
Virginia
$233
MMCM
1729
Murphy & Mullick Capital Management
New York
$232
YDMI
1730
Y.D. More Investments
Israel
$183
DF
1731
DecisionPoint Financial
Arizona
$117
RS
1732
Rakuten Securities
Japan
$116
AIM
1733
Achmea Investment Management
Netherlands
EF
1734
Empowered Funds
Pennsylvania
OBAM
1735
ODDO BHF Asset Management
France
NSEDCP
1736
NJ State Employees Deferred Compensation Plan
New Jersey
PAMP
1737
Polar Asset Management Partners
Ontario, Canada
OC
1738
Oppenheimer & Co
New York
LIP
1739
Lighthouse Investment Partners
Florida
TAMH
1740
Taikang Asset Management (HK)
Hong Kong
TSS
1741
Two Sigma Securities
New York
MIP
1742
Marietta Investment Partners
Wisconsin
AG
1743
AIA Group
Hong Kong
MFS
1744
Mirabella Financial Services
United Kingdom
PCM
1745
PAR Capital Management
Massachusetts
DF
1746
Donoghue Forlines
Massachusetts
VIA
1747
Virtus Investment Advisers
Connecticut
QC
1748
Quantessence Capital
New York
WAM
1749
Weiss Asset Management
Massachusetts
LCM
1750
Landscape Capital Management
New Jersey