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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
PWMAG
951
Pinnacle Wealth Management Advisory Group
New Jersey
$699K
IA
952
IFG Advisors
Missouri
$696K
FAL
953
Focused Alpha LLC
Colorado
$694K
AWM
954
Avior Wealth Management
Nebraska
$693K
STB
955
S&T Bank
Pennsylvania
$691K
MPI
956
Mairs & Power Inc
Minnesota
$684K
SWA
957
Sax Wealth Advisors
New Jersey
$683K
PCMNC
958
Piedmont Capital Management (North Carolina)
North Carolina
$683K
HIP
959
HUB Investment Partners
Texas
$681K
QT
960
Quantbot Technologies
New York
$674K
GCG
961
Gilbert Capital Group
Maine
$673K
RCA
962
Resonant Capital Advisors
Wisconsin
$673K
WA
963
Westfuller Advisors
New York
$669K
MCC
964
Money Concepts Capital
Florida
$667K
NG
965
Northstar Group
New York
$666K
FBC
966
Fairfield, Bush & Co
Connecticut
$665K
I
967
InceptionR
California
$661K
LJAC
968
L.J. Altfest & Co
New York
$660K
EWA
969
EverSource Wealth Advisors
Alabama
$658K
RL
970
Rogco LP
Oklahoma
$657K
IWA
971
IVC Wealth Advisors
Pennsylvania
$657K
Connor, Clark & Lunn Investment Management (CC&L)
972
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$656K
AGWCA
973
Annis Gardner Whiting Capital Advisors
Florida
$655K
SA
974
SPWM Advisors
Michigan
$653K
RDWM
975
Red Door Wealth Management
Tennessee
$652K