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
SIS
326
Sound Income Strategies
Florida
$10M
PCH
327
Polar Capital Holdings
United Kingdom
$10M
DWA
328
Dorsey Wright & Associates
California
$10M
AAIS
329
ABN AMRO Investment Solutions
$9.96M
TC
330
TwinBeech Capital
New York
$9.77M
RBI
331
Raiffeisen Bank International
Austria
$9.73M
RFWA
332
RPg Family Wealth Advisory
Massachusetts
$9.64M
FAT
333
First American Trust
California
$9.59M
CIC
334
Chase Investment Counsel
Virginia
$9.59M
GCM
335
Genus Capital Management
British Columbia, Canada
$9.58M
PGA
336
Portland Global Advisors
Maine
$9.57M
SPIA
337
Steward Partners Investment Advisory
New York
$9.53M
OAM
338
OP Asset Management
$9.45M
BOC
339
Barbara Oil Co
Illinois
$9.29M
Cambridge Investment Research Advisors
340
Cambridge Investment Research Advisors
Iowa
$9.27M
OPERF
341
Oregon Public Employees Retirement Fund
Oregon
$9.27M
SC
342
Stolper & Co
Oklahoma
$9.24M
PC
343
Promethos Capital
Massachusetts
$9.21M
IA
344
IFG Advisory
Georgia
$9.14M
M&T Bank
345
M&T Bank
New York
$9.08M
MCM
346
MAI Capital Management
Ohio
$8.97M
AWA
347
Arkadios Wealth Advisors
Georgia
$8.94M
CPC
348
Consolidated Planning Corp
Georgia
$8.75M
DIA
349
Dean Investment Associates
Ohio
$8.75M
IC
350
IEQ Capital
California
$8.72M