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
TFS
601
Thoroughbred Financial Services
Tennessee
$2.33M
BP
602
Ballentine Partners
Massachusetts
$2.33M
SRA
603
Secured Retirement Advisors
Minnesota
$2.32M
CFP
604
Cascade Financial Partners
California
$2.29M
FPWM
605
FSB Premier Wealth Management
Iowa
$2.29M
AA
606
ABC Arbitrage
France
$2.27M
MCM
607
Maltese Capital Management
New York
$2.26M
GGA
608
Granite Group Advisors
Connecticut
$2.26M
BEI
609
Benjamin Edwards Inc
Missouri
$2.24M
PFS
610
Prospera Financial Services
Texas
$2.22M
TRCT
611
Tower Research Capital (TRC)
New York
$2.22M
SAM
612
Securian Asset Management
Minnesota
$2.2M
BIG
613
Brooklyn Investment Group
New York
$2.2M
GFA
614
Gifford Fong Associates
California
$2.19M
MLM
615
Mount Lucas Management
Pennsylvania
$2.17M
EIA
616
Edgemoor Investment Advisors
Maryland
$2.17M
AIM
617
Anchor Investment Management
South Carolina
$2.17M
TAP
618
Tounjian Advisory Partners
Florida
$2.17M
AWM
619
Allen Wealth Management
North Carolina
$2.16M
RIL
620
Rothschild Investment LLC
Illinois
$2.16M
KRSITF
621
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.16M
WIC
622
Wilkins Investment Counsel
Massachusetts
$2.15M
LOIP
623
Live Oak Investment Partners
Texas
$2.14M
SA
624
Sunesis Advisors
Kansas
$2.14M
BHPW
625
Beverly Hills Private Wealth
California
$2.13M