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
CW
676
CreativeOne Wealth
Kansas
$1.73M
WS
677
Wedbush Securities
California
$1.72M
VA
678
Verdad Advisers
Massachusetts
$1.71M
RPC
679
Rossmore Private Capital
Connecticut
$1.71M
PA
680
Parallel Advisors
California
$1.71M
XT
681
XTX Topco
Cayman Islands
$1.71M
HCMT
682
Highland Capital Management (Tennessee)
Tennessee
$1.71M
MWM
683
Meridian Wealth Management
Kentucky
$1.7M
FPAS
684
Focus Partners Advisor Solutions
Missouri
$1.7M
SC
685
SouthState Corp
Florida
$1.7M
NSUP
686
NLB Skladi upravljanje premozenja
$1.7M
GC
687
Guggenheim Capital
Illinois
$1.69M
S
688
SignatureFD
Georgia
$1.69M
JWCA
689
J.W. Cole Advisors
Florida
$1.69M
MWM
690
Mission Wealth Management
California
$1.69M
RWP
691
RWA Wealth Partners
Massachusetts
$1.68M
RFC
692
Regions Financial Corp
Alabama
$1.67M
CLGM
693
Capitolis Liquid Global Markets
New York
$1.65M
Balyasny Asset Management
694
Balyasny Asset Management
Illinois
$1.63M
PCM
695
Parsons Capital Management
Rhode Island
$1.63M
VI
696
Vestcor Inc
New Brunswick, Canada
$1.63M
CFB
697
Cullen/Frost Bankers
Texas
$1.59M
SFI
698
Susquehanna Fundamental Investments
Pennsylvania
$1.58M
SC
699
SummitTX Capital
Texas
$1.57M
CAM
700
Columbia Asset Management
Michigan
$1.57M