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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
LOAMU
1776
Lombard Odier Asset Management (USA)
New York
MSFS
1777
Main Street Financial Solutions
Pennsylvania
CWM
1778
Compass Wealth Management
Connecticut
CIA
1779
Choate Investment Advisors
Massachusetts
EMCIP
1780
Ewing Morris & Co Investment Partners
Ontario, Canada
CWM
1781
Capital Wealth Management
Rhode Island
VI
1782
Versor Investments
New York
FA
1783
Fiducient Advisors
Illinois
TIA
1784
Trust Investment Advisors
Indiana
VBA
1785
von Borstel & Associates
Oregon
HWA
1786
Heartwood Wealth Advisors
Virginia
CWM
1787
Crowley Wealth Management
Delaware
TIM
1788
Tortoise Investment Management
New York
JFGIW
1789
Johnson Financial Group Inc (Wisconsin)
Wisconsin
DSC
1790
Duncker Streett & Co
Missouri
TCM
1791
TruNorth Capital Management
Michigan
JWM
1792
JPL Wealth Management
Colorado
RA
1793
Rise Advisors
New York
ABWM
1794
Alpine Bank Wealth Management
Colorado
SIC
1795
Salem Investment Counselors
North Carolina
NC
1796
North Capital
Utah
CCM
1797
Cloud Capital Management
Washington
FUBT
1798
First United Bank & Trust
Maryland
APW
1799
Atlantic Private Wealth
North Carolina
FGAM
1800
Financial Gravity Asset Management
Texas