BNY

Bank of New York Mellon

1,748 hedge funds and large institutions have $68.4B invested in Bank of New York Mellon in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 616 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:

1.45% more ownership

Funds ownership: 83.07%84.52% (+1.5%)

4% more repeat investments, than reductions

Existing positions increased: 616 | Existing positions reduced: 595

1% more call options, than puts

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

Holders
1,748
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
NYLIM
301
New York Life Investment Management
New York
$11.8M
RC
302
RBF Capital
California
$11.6M
BC
303
Burney Company
Virginia
$11.6M
Wealthfront Advisers
304
Wealthfront Advisers
California
$11.4M
CWM
305
CIBC World Markets
New York
$11.3M
SCM
306
Sterling Capital Management
North Carolina
$11.3M
USCWA
307
U.S. Capital Wealth Advisors
Texas
$11.3M
PMG
308
ProVise Management Group
Florida
$11.2M
BFS
309
Bradley Foster & Sargent
Connecticut
$11.2M
NIM
310
NEOS Investment Management
Connecticut
$11.2M
FISPB
311
Fideuram - Intesa Sanpaolo Private Banking
$11.1M
ACM
312
Aquatic Capital Management
Illinois
$11M
Hotchkis & Wiley Capital Management
313
Hotchkis & Wiley Capital Management
California
$11M
Pathstone Holdings
314
Pathstone Holdings
New Jersey
$11M
OA
315
Oak Associates
Ohio
$10.9M
Baird Financial Group
316
Baird Financial Group
Wisconsin
$10.8M
RIM
317
Rakuten Investment Management
Japan
$10.8M
DZ Bank
318
DZ Bank
Germany
$10.8M
YCM
319
Yousif Capital Management
Michigan
$10.6M
VWA
320
Visionary Wealth Advisors
Illinois
$10.6M
NAM
321
Nissay Asset Management
Japan
$10.5M
HA
322
Hamel Associates
New Jersey
$10.4M
Los Angeles Capital Management
323
Los Angeles Capital Management
California
$10.3M
Public Employees Retirement Association of Colorado
324
Public Employees Retirement Association of Colorado
Colorado
$10.3M
EP
325
Edgestream Partners
New Jersey
$10M