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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
AR
1026
Apeiron RIA
Texas
$564K
EP
1027
Essential Partners
California
$564K
NLP
1028
Next Level Private
New York
$563K
IIM
1029
Ironwood Investment Management
Massachusetts
$563K
DWT
1030
Dorsey & Whitney Trust
South Dakota
$559K
NB
1031
Northwest Bancshares
Pennsylvania
$555K
WBG
1032
Wharton Business Group
Pennsylvania
$555K
CCG
1033
Catalina Capital Group
California
$551K
AG
1034
Algert Global
California
$551K
AC
1035
Addison Capital
Pennsylvania
$551K
FMLI
1036
Fukoku Mutual Life Insurance
Japan
$550K
WSC
1037
Wellington Shields & Co
New York
$550K
CAM
1038
Cidel Asset Management
Ontario, Canada
$549K
KCP
1039
Kera Capital Partners
California
$549K
BG
1040
Bahl & Gaynor
Ohio
$549K
AC
1041
Apella Capital
Connecticut
$546K
IIM
1042
Invariant Investment Management
Pennsylvania
$545K
JWA
1043
JFS Wealth Advisors
Pennsylvania
$544K
JCM
1044
Janney Capital Management
Pennsylvania
$543K
PI
1045
PFG Investments
New York
$541K
QC
1046
Quent Capital
New York
$540K
QLSGSCF
1047
Quent Long Short Global Small Cap Fund
New York
$540K
AAS
1048
AdviceOne Advisory Services
Connecticut
$535K
MCA
1049
Martin Capital Advisors
Texas
$535K
EW
1050
Evoke Wealth
California
$533K