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
LCGC
901
Legacy Capital Group California
California
$840K
RWM
902
RKL Wealth Management
Pennsylvania
$837K
CCA
903
Checchi Capital Advisers
California
$836K
OFG
904
Oxford Financial Group
Indiana
$829K
PEAK6
905
PEAK6
Illinois
$824K
KFGK
906
Keystone Financial Group (Kentucky)
Kentucky
$823K
KFP
907
KMG Fiduciary Partners
Ohio
$819K
DAS
908
Diversify Advisory Services
Utah
$819K
SDAM
909
Shulman DeMeo Asset Management
New York
$818K
BLC
910
Brown, Lisle/Cummings
Rhode Island
$813K
TC
911
TownSquare Capital
Utah
$812K
TPA
912
Trivium Point Advisory
Connecticut
$808K
FNBT
913
FineMark National Bank & Trust
Florida
$807K
BW
914
Basepoint Wealth
Iowa
$803K
AIC
915
Argus Investors Counsel
New York
$801K
CI
916
Cigna Investments
Connecticut
$797K
SBFM
917
S-Bank Fund Management
Finland
$787K
RA
918
Ransom Advisory
Rhode Island
$787K
FFA
919
First Foundation Advisors
California
$783K
CCA
920
Catalyst Capital Advisors
New York
$781K
BMC
921
Benin Management Corp
Connecticut
$780K
ACM
922
Argent Capital Management
Missouri
$778K
KLCM
923
KG&L Capital Management
Louisiana
$777K
SIA
924
Strategic Investment Advisors
Michigan
$775K
AIP
925
Ameritas Investment Partners
Nebraska
$774K