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
BIAS
751
Beacon Investment Advisory Services
New Jersey
$1.33M
SRC
752
Shufro Rose & Co
New York
$1.32M
GIA
753
Goodwin Investment Advisory
Georgia
$1.32M
FIM
754
Fruth Investment Management
Texas
$1.31M
HAIM
755
Hunter Associates Investment Management
Pennsylvania
$1.31M
EI
756
Ellevest Inc
New York
$1.3M
GRP
757
Global Retirement Partners
California
$1.28M
WCM
758
Whitener Capital Management
North Carolina
$1.28M
WB
759
WesBanco Bank
West Virginia
$1.27M
SCI
760
Stableford Capital II
Arizona
$1.27M
MWP
761
Meriwether Wealth & Planning
Louisiana
$1.27M
WWM
762
Western Wealth Management
Colorado
$1.26M
C
763
Certuity
Florida
$1.26M
WLG
764
Williamson Legacy Group
Indiana
$1.25M
JAG
765
Journey Advisory Group
Kentucky
$1.24M
KFSC
766
Keystone Financial Services (Colorado)
Colorado
$1.24M
TE
767
Tema ETFs
New York
$1.23M
CRI
768
Commonwealth Retirement Investments
Virginia
$1.23M
AIM
769
Aspen Investment Management
Michigan
$1.22M
RCM
770
RB Capital Management
Nevada
$1.22M
GS
771
GTS Securities
New York
$1.21M
VAS
772
Vestmark Advisory Solutions
Massachusetts
$1.21M
HAG
773
HighPoint Advisor Group
Illinois
$1.21M
LIM
774
Leavell Investment Management
Alabama
$1.21M
HAG
775
HF Advisory Group
Maryland
$1.2M