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
PS
526
Principal Securities
Iowa
$3.07M
AWM
527
Apollon Wealth Management
South Carolina
$3.07M
DTL
528
Dynamic Technology Lab
Singapore
$3.06M
FCBT
529
First Citizens Bank & Trust
North Carolina
$3.05M
VWM
530
Vivid Wealth Management
Iowa
$3.05M
FMTC
531
Farmers & Merchants Trust Company
California
$3.04M
TIAA Trust, National Association
532
TIAA Trust, National Association
North Carolina
$3.03M
OIA
533
OneDigital Investment Advisors
Kansas
$3.01M
ECM
534
Evergreen Capital Management
Washington
$3M
AI
535
Axecap Investments
Ohio
$3M
CAM
536
Councilmark Asset Management
Tennessee
$2.98M
AWP
537
Ascent Wealth Partners
New York
$2.98M
TCM
538
Twin Capital Management
Pennsylvania
$2.95M
EF
539
Empirical Finance
Pennsylvania
$2.95M
NP
540
Nilsine Partners
Colorado
$2.92M
AWM
541
Axxcess Wealth Management
California
$2.87M
FWCM
542
Ferguson Wellman Capital Management
Oregon
$2.87M
GGS
543
Galvin Gaustad & Stein
Arizona
$2.86M
Walleye Capital
544
Walleye Capital
New York
$2.86M
MOS
545
MGO One Seven
Ohio
$2.86M
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$2.85M
Bessemer Group
547
Bessemer Group
New Jersey
$2.85M
First Manhattan
548
First Manhattan
New York
$2.85M
TMAM
549
Tokio Marine Asset Management
Japan
$2.82M
BFG
550
Bleakley Financial Group
New Jersey
$2.82M