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
RCM
801
Raleigh Capital Management
North Carolina
$1.08M
MG
802
Mather Group
Illinois
$1.07M
GC
803
Gilbert & Cook
Iowa
$1.07M
LIM
804
Loudon Investment Management
New Hampshire
$1.07M
FWIA
805
Fort Washington Investment Advisors
Ohio
$1.06M
RC
806
Rexford Capital
Texas
$1.05M
A
807
AustralianSuper
Australia
$1.05M
SGAM
808
Smith Group Asset Management
Texas
$1.04M
GAM
809
Groupama Asset Management
France
$1.04M
RIA
810
Realta Investment Advisors
Delaware
$1.04M
MSWM
811
McGlone Suttner Wealth Management
Wisconsin
$1.04M
NS
812
NBC Securities
Alabama
$1.04M
MNBTD
813
Moody National Bank Trust Division
Texas
$1.04M
BWP
814
BSW Wealth Partners
Colorado
$1.04M
BBHC
815
Brown Brothers Harriman & Co
New York
$1.04M
SWP
816
Sagespring Wealth Partners
Tennessee
$1.03M
TCA
817
Transcend Capital Advisors
New Jersey
$1.03M
PWM
818
Perigon Wealth Management
California
$1.03M
T
819
TOBAM
France
$1.02M
BDL
820
Banque de Luxembourg
Luxembourg
$1.02M
AIP
821
Almanack Investment Partners
Pennsylvania
$1.02M
PA
822
Profund Advisors
Maryland
$1.02M
SAM
823
Strategy Asset Managers
California
$1.02M
FT
824
Fiduciary Trust
Massachusetts
$1.02M
MK
825
MASTERINVEST Kapitalanlage
$1.02M