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
CFMC
826
Curbstone Financial Management Corp
New Hampshire
$1.02M
LAM
827
Lountzis Asset Management
Pennsylvania
$1.02M
FNFDCM
828
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.02M
TFA
829
Transamerica Financial Advisors
Florida
$1.01M
TCPW
830
Twin City Private Wealth
North Carolina
$1.01M
TTWM
831
TCV Trust & Wealth Management
Virginia
$1.01M
HPC
832
HM Payson & Co
Maine
$1.01M
PBK
833
Peoples Bank (Kansas)
Kansas
$1M
SS
834
Sunbelt Securities
Texas
$1M
CIC
835
Crawford Investment Counsel
Georgia
$1M
TMC
836
Themes Management Co
Connecticut
$999K
I
837
INVST
Indiana
$996K
OWA
838
Outlook Wealth Advisors
Texas
$994K
FIA
839
Foundations Investment Advisors
Arizona
$992K
WOSD
840
WFA of San Diego
California
$990K
QI
841
Qtron Investments
Massachusetts
$986K
SFS
842
Summit Financial Strategies
Ohio
$984K
CA
843
Clearstead Advisors
Ohio
$982K
JWM
844
Jeppson Wealth Management
California
$981K
SFS
845
Sowell Financial Services
Arkansas
$980K
IC
846
Inscription Capital
Texas
$978K
HIA
847
Harbor Investment Advisory
Maryland
$973K
MGIA
848
Moneta Group Investment Advisors
Missouri
$969K
KCM
849
Kathmere Capital Management
Pennsylvania
$969K
GWMR
850
GC Wealth Management RIA
Massachusetts
$967K