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
HFS
376
Hantz Financial Services
Michigan
$7.27M
EGM
377
Engineers Gate Manager
New York
$7.23M
Pacer Advisors
378
Pacer Advisors
Pennsylvania
$7.23M
PA
379
Pinnacle Associates
New York
$7.21M
CCIA
380
Campbell & Co Investment Adviser
Maryland
$7.2M
BCFS
381
Butensky & Cohen Financial Security
Florida
$7.14M
PAG
382
Private Advisor Group
New Jersey
$7.09M
FPF
383
First Pacific Financial
Washington
$7.06M
LC
384
Lincoln Capital
Nebraska
$7.04M
WAOTB
385
Wealth Advisors of Tampa Bay
Florida
$7.01M
SF
386
Summit Financial
New Jersey
$7M
LNWTC
387
Laird Norton Wetherby Trust Company
Washington
$6.95M
SJL
388
Shayne & Jacobs LLC
Tennessee
$6.87M
EAM
389
Erste Asset Management
Austria
$6.86M
IWA
390
IBEX Wealth Advisors
New Jersey
$6.71M
UM
391
UniSuper Management
Australia
$6.7M
BF
392
BOK Financial
Oklahoma
$6.7M
WBC
393
Westpac Banking Corp
Australia
$6.68M
Kovitz Investment Group Partners
394
Kovitz Investment Group Partners
Illinois
$6.62M
CIP
395
Convergence Investment Partners
Florida
$6.54M
BWM
396
BNC Wealth Management
Oregon
$6.44M
CG
397
Caprock Group
Idaho
$6.28M
AHB
398
Abner Herrman & Brock
New Jersey
$6.25M
HWAM
399
Hennion & Walsh Asset Management
New Jersey
$6.15M
AC
400
Allstate Corporation
Illinois
$6.14M