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Bank of New York Mellon

1,716 hedge funds and large institutions have $67.9B invested in Bank of New York Mellon in 2025 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 608 increasing their positions, 590 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:

3% more repeat investments, than reductions

Existing positions increased: 608 | Existing positions reduced: 590

0.91% more ownership

Funds ownership: 83.06%83.97% (+0.91%)

1% more call options, than puts

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

Holders
1,716
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
CWA
1751
CM Wealth Advisors
Ohio
Two Sigma Advisers
1752
Two Sigma Advisers
New York
BIG
1753
Brookwood Investment Group
Arizona
DC
1754
Diametric Capital
Massachusetts
HVIA
1755
Hudson Valley Investment Advisors
New York
LAM
1756
Longboard Asset Management
Arizona
WRPWM
1757
Werba Rubin Papier Wealth Management
California
AP
1758
Americana Partners
Texas
LOAMU
1759
Lombard Odier Asset Management (USA)
New York
MSFS
1760
Main Street Financial Solutions
Pennsylvania
CWM
1761
Compass Wealth Management
Connecticut
PFA
1762
Pure Financial Advisors
California
CIA
1763
Choate Investment Advisors
Massachusetts
EMCIP
1764
Ewing Morris & Co Investment Partners
Ontario, Canada
CWM
1765
Capital Wealth Management
Rhode Island
VI
1766
Versor Investments
New York
FA
1767
Fiducient Advisors
Illinois
TIA
1768
Trust Investment Advisors
Indiana
VBA
1769
von Borstel & Associates
Oregon
HWA
1770
Heartwood Wealth Advisors
Virginia
CWM
1771
Crowley Wealth Management
Delaware
TIM
1772
Tortoise Investment Management
New York
JFGIW
1773
Johnson Financial Group Inc (Wisconsin)
Wisconsin
DSC
1774
Duncker Streett & Co
Missouri
TCM
1775
TruNorth Capital Management
Michigan