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BNY

Bank of New York Mellon

1,753 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 228 funds opening new positions, 617 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:

1.36% more ownership

Funds ownership: 83.18%84.54% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 617 | Existing positions reduced: 595

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,753
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
MK
826
MASTERINVEST Kapitalanlage
$1.02M
CFMC
827
Curbstone Financial Management Corp
New Hampshire
$1.02M
LAM
828
Lountzis Asset Management
Pennsylvania
$1.02M
FNFDCM
829
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.02M
TFA
830
Transamerica Financial Advisors
Florida
$1.01M
TCPW
831
Twin City Private Wealth
North Carolina
$1.01M
TTWM
832
TCV Trust & Wealth Management
Virginia
$1.01M
HPC
833
HM Payson & Co
Maine
$1.01M
PBK
834
Peoples Bank (Kansas)
Kansas
$1M
SS
835
Sunbelt Securities
Texas
$1M
CIC
836
Crawford Investment Counsel
Georgia
$1M
TMC
837
Themes Management Co
Connecticut
$999K
I
838
INVST
Indiana
$996K
OWA
839
Outlook Wealth Advisors
Texas
$994K
FIA
840
Foundations Investment Advisors
Arizona
$992K
WOSD
841
WFA of San Diego
California
$990K
QI
842
Qtron Investments
Massachusetts
$986K
SFS
843
Summit Financial Strategies
Ohio
$984K
CA
844
Clearstead Advisors
Ohio
$982K
JWM
845
Jeppson Wealth Management
California
$981K
SFS
846
Sowell Financial Services
Arkansas
$980K
IC
847
Inscription Capital
Texas
$978K
HIA
848
Harbor Investment Advisory
Maryland
$973K
MGIA
849
Moneta Group Investment Advisors
Missouri
$969K
KCM
850
Kathmere Capital Management
Pennsylvania
$969K