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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
RBC
1726
Roble Belko & Company
Pennsylvania
$1K
CIAM
1727
Caitong International Asset Management
Hong Kong
$929
CJ
1728
Caitlin John
Michigan
$697
EFMH
1729
E Fund Management (HK)
Hong Kong
$608
BIM
1730
Breakwater Investment Management
Washington
$581
ECA
1731
Elevated Capital Advisors
Utah
$580
AIM
1732
Arcadia Investment Management
Michigan
$465
LWM
1733
Lodestone Wealth Management
Washington
$464
MAFA
1734
MJT & Associates Financial Advisory
Minnesota
$349
TFA
1735
Toth Financial Advisory
Virginia
$233
MMCM
1736
Murphy & Mullick Capital Management
New York
$232
YDMI
1737
Y.D. More Investments
Israel
$183
DF
1738
DecisionPoint Financial
Arizona
$117
RS
1739
Rakuten Securities
Japan
$116
AIM
1740
Achmea Investment Management
Netherlands
EF
1741
Empowered Funds
Pennsylvania
OBAM
1742
ODDO BHF Asset Management
France
NSEDCP
1743
NJ State Employees Deferred Compensation Plan
New Jersey
PAMP
1744
Polar Asset Management Partners
Ontario, Canada
OC
1745
Oppenheimer & Co
New York
LIP
1746
Lighthouse Investment Partners
Florida
TAMH
1747
Taikang Asset Management (HK)
Hong Kong
TSS
1748
Two Sigma Securities
New York
MIP
1749
Marietta Investment Partners
Wisconsin
AG
1750
AIA Group
Hong Kong