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