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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
TL
876
Tradewinds LLC
North Carolina
$895K
SWM
877
Silverlake Wealth Management
Vermont
$894K
AWM
878
Accurate Wealth Management
Florida
$892K
VFA
879
Valeo Financial Advisors
Indiana
$887K
CAM
880
Congress Asset Management
Massachusetts
$886K
ERSOT
881
Employees Retirement System of Texas
Texas
$884K
DO
882
denkapparat Operations
Germany
$883K
SMA
883
Sage Mountain Advisors
Georgia
$883K
KA
884
Kovack Advisors
Florida
$881K
CCM
885
Chilton Capital Management
Texas
$878K
EB
886
Exchange Bank
California
$877K
AAB
887
ABN AMRO Bank
Netherlands
$876K
CPIG
888
Chicago Partners Investment Group
Illinois
$871K
UFF
889
USA Financial Formulas
Michigan
$871K
PCM
890
Polymer Capital Management
New York
$867K
AUB
891
Atlantic Union Bankshares
Virginia
$865K
SFM
892
Signet Financial Management
New Jersey
$865K
SAM
893
Sompo Asset Management
Japan
$865K
OFG
894
OmniStar Financial Group
North Carolina
$864K
EW
895
Elyxium Wealth
California
$863K
RAM
896
Redmond Asset Management
Virginia
$861K
ACM
897
Advisors Capital Management
New Jersey
$851K
LWM
898
Lionshead Wealth Management
New York
$849K
WWM
899
Westwood Wealth Management
California
$849K
GLR
900
Great Lakes Retirement
Ohio
$846K