BK icon

Bank of New York Mellon

1,737 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, 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
1,737
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
CJ
1726
Caitlin John
Michigan
$697
EFMH
1727
E Fund Management (HK)
Hong Kong
$608
BIM
1728
Breakwater Investment Management
Washington
$581
ECA
1729
Elevated Capital Advisors
Utah
$580
AIM
1730
Arcadia Investment Management
Michigan
$465
LWM
1731
Lodestone Wealth Management
Washington
$464
MAFA
1732
MJT & Associates Financial Advisory
Minnesota
$349
TFA
1733
Toth Financial Advisory
Virginia
$233
MMCM
1734
Murphy & Mullick Capital Management
New York
$232
YDMI
1735
Y.D. More Investments
Israel
$183
DF
1736
DecisionPoint Financial
Arizona
$117
RS
1737
Rakuten Securities
Japan
$116
AIM
1738
Achmea Investment Management
Netherlands
EF
1739
Empowered Funds
Pennsylvania
OBAM
1740
ODDO BHF Asset Management
France
NSEDCP
1741
NJ State Employees Deferred Compensation Plan
New Jersey
PAMP
1742
Polar Asset Management Partners
Ontario, Canada
OC
1743
Oppenheimer & Co
New York
LIP
1744
Lighthouse Investment Partners
Florida
TAMH
1745
Taikang Asset Management (HK)
Hong Kong
TSS
1746
Two Sigma Securities
New York
MIP
1747
Marietta Investment Partners
Wisconsin
AG
1748
AIA Group
Hong Kong
MFS
1749
Mirabella Financial Services
United Kingdom
PCM
1750
PAR Capital Management
Massachusetts