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
CAM
551
Carret Asset Management
New York
$2.82M
EOJOAM
552
E. Ohman J:or Asset Management
Sweden
$2.82M
RWA
553
Redhawk Wealth Advisors
Minnesota
$2.81M
NDSIB
554
North Dakota State Investment Board
North Dakota
$2.81M
BMO
555
Beck Mack & Oliver
New York
$2.81M
DAS
556
Dynamic Advisor Solutions
Arizona
$2.8M
PCM
557
Poehling Capital Management
Wisconsin
$2.8M
CA
558
Commerzbank Aktiengesellschaft
Germany
$2.8M
IPW
559
Inlet Private Wealth
Florida
$2.77M
KAS
560
Kestra Advisory Services
Texas
$2.76M
DCM
561
Davis Capital Management
Florida
$2.75M
SMFG
562
Sumitomo Mitsui Financial Group
Japan
$2.72M
SWP
563
Stratos Wealth Partners
Ohio
$2.71M
AC
564
Arjuna Capital
North Carolina
$2.66M
SC
565
Searle & Co
Connecticut
$2.65M
VT
566
Vise Technologies
New York
$2.64M
GM
567
GeoWealth Management
Illinois
$2.6M
VNA
568
Valley National Advisers
Pennsylvania
$2.6M
RB
569
Rodgers Brothers
Pennsylvania
$2.59M
NMIMC
570
Northwestern Mutual Investment Management Company
Wisconsin
$2.59M
FFM
571
Forum Financial Management
Illinois
$2.58M
BPAMU
572
BTG Pactual Asset Management US
New York
$2.58M
VA
573
Vident Advisory
Georgia
$2.57M
GI
574
GAMMA Investing
California
$2.56M
MAS
575
Meeder Advisory Services
Ohio
$2.55M