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BNY

Bank of New York Mellon

1,753 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 228 funds opening new positions, 617 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:

1.36% more ownership

Funds ownership: 83.18%84.54% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 617 | Existing positions reduced: 595

1% more call options, than puts

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

Holders
1,753
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
NW
601
NewEdge Wealth
Pennsylvania
$2.35M
TFS
602
Thoroughbred Financial Services
Tennessee
$2.33M
BP
603
Ballentine Partners
Massachusetts
$2.33M
SRA
604
Secured Retirement Advisors
Minnesota
$2.32M
CFP
605
Cascade Financial Partners
California
$2.29M
FPWM
606
FSB Premier Wealth Management
Iowa
$2.29M
AA
607
ABC Arbitrage
France
$2.27M
MCM
608
Maltese Capital Management
New York
$2.26M
GGA
609
Granite Group Advisors
Connecticut
$2.26M
BEI
610
Benjamin Edwards Inc
Missouri
$2.24M
PFS
611
Prospera Financial Services
Texas
$2.22M
TRCT
612
Tower Research Capital (TRC)
New York
$2.22M
SAM
613
Securian Asset Management
Minnesota
$2.2M
BIG
614
Brooklyn Investment Group
New York
$2.2M
GFA
615
Gifford Fong Associates
California
$2.19M
MLM
616
Mount Lucas Management
Pennsylvania
$2.17M
EIA
617
Edgemoor Investment Advisors
Maryland
$2.17M
AIM
618
Anchor Investment Management
South Carolina
$2.17M
TAP
619
Tounjian Advisory Partners
Florida
$2.17M
AWM
620
Allen Wealth Management
North Carolina
$2.16M
RIL
621
Rothschild Investment LLC
Illinois
$2.16M
KRSITF
622
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.16M
WIC
623
Wilkins Investment Counsel
Massachusetts
$2.15M
LOIP
624
Live Oak Investment Partners
Texas
$2.14M
SA
625
Sunesis Advisors
Kansas
$2.14M