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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
Two Sigma Advisers
1776
Two Sigma Advisers
New York
BIG
1777
Brookwood Investment Group
Arizona
DC
1778
Diametric Capital
Massachusetts
HVIA
1779
Hudson Valley Investment Advisors
New York
LAM
1780
Longboard Asset Management
Arizona
WRPWM
1781
Werba Rubin Papier Wealth Management
California
AP
1782
Americana Partners
Texas
LOAMU
1783
Lombard Odier Asset Management (USA)
New York
MSFS
1784
Main Street Financial Solutions
Pennsylvania
CWM
1785
Compass Wealth Management
Connecticut
CIA
1786
Choate Investment Advisors
Massachusetts
EMCIP
1787
Ewing Morris & Co Investment Partners
Ontario, Canada
CWM
1788
Capital Wealth Management
Rhode Island
VI
1789
Versor Investments
New York
FA
1790
Fiducient Advisors
Illinois
TIA
1791
Trust Investment Advisors
Indiana
VBA
1792
von Borstel & Associates
Oregon
HWA
1793
Heartwood Wealth Advisors
Virginia
CWM
1794
Crowley Wealth Management
Delaware
TIM
1795
Tortoise Investment Management
New York
JFGIW
1796
Johnson Financial Group Inc (Wisconsin)
Wisconsin
DSC
1797
Duncker Streett & Co
Missouri
TCM
1798
TruNorth Capital Management
Michigan
JWM
1799
JPL Wealth Management
Colorado
RA
1800
Rise Advisors
New York