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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
SFWA
976
Summit Financial Wealth Advisors
Louisiana
$652K
SWM
977
SeaCrest Wealth Management
New York
$649K
BTI
978
Blue Trust Inc
Georgia
$646K
SFS
979
Stiles Financial Services
Minnesota
$642K
G
980
GenTrust
Florida
$641K
MWS
981
MFA Wealth Services
California
$640K
FDP
982
Financiere des Professionnels
Quebec, Canada
$640K
SIM
983
Stratos Investment Management
Ohio
$639K
PTC
984
Philadelphia Trust Company
Pennsylvania
$638K
WA
985
Wealthstar Advisors
Texas
$637K
SC
986
Sapient Capital
Indiana
$636K
FGA
987
Fortis Group Advisors
New Jersey
$633K
AFC
988
Avise Financial Cooperative
California
$630K
FCM
989
Firestone Capital Management
Florida
$628K
CPIA
990
Cornell Pochily Investment Advisors
New York
$628K
LS
991
Livforsakringsbolaget Skandia
Sweden
$625K
TPCW
992
TD Private Client Wealth
New York
$622K
LRIA
993
Leonard Rickey Investment Advisors
Washington
$622K
CC
994
Centiva Capital
New York
$618K
EWM
995
Evercore Wealth Management
New York
$617K
BEAM
996
Baker Ellis Asset Management
Washington
$615K
TCM
997
Teza Capital Management
Illinois
$614K
ANTB
998
AMG National Trust Bank
Colorado
$613K
FAG
999
Fortitude Advisory Group
Washington
$613K
VST
1000
Van Strum & Towne
California
$613K