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
AW
1001
Alteri Wealth
California
$607K
MA
1002
Mezzasalma Advisors
New Jersey
$604K
RCAG
1003
Rehmann Capital Advisory Group
Michigan
$604K
SWM
1004
Shepherd Wealth Management
Ohio
$596K
TCWA
1005
Turtle Creek Wealth Advisors
Texas
$595K
SIM
1006
Studio Investment Management
Illinois
$595K
AIM
1007
Alhambra Investment Management
Florida
$595K
FMII
1008
Farmers & Merchants Investments Inc
Nebraska
$594K
HCM
1009
Howard Capital Management
Georgia
$587K
NAAA
1010
New Age Alpha Advisors
New York
$587K
GIA
1011
GHP Investment Advisors
Colorado
$586K
MWM
1012
Modera Wealth Management
New Jersey
$585K
TPI
1013
Trust Point Inc
Wisconsin
$585K
MT
1014
Midwest Trust
Kansas
$581K
SA
1015
Sicart Associates
New York
$580K
TFA
1016
Tranquilli Financial Advisor
New Jersey
$580K
Massachusetts Financial Services
1017
Massachusetts Financial Services
Massachusetts
$579K
GWANC
1018
Guardian Wealth Advisors (North Carolina)
North Carolina
$574K
RWPA
1019
Richard W. Paul & Associates
Michigan
$570K
CAG
1020
Crestwood Advisors Group
Massachusetts
$569K
BHWM
1021
Bar Harbor Wealth Management
New Hampshire
$568K
RWM
1022
Revisor Wealth Management
Ohio
$568K
AC
1023
Avestar Capital
New York
$568K
AR
1024
Apeiron RIA
Texas
$564K
EPL
1025
Essential Partners LLC
California
$564K