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
CWP
1051
Cyndeo Wealth Partners
Florida
$531K
SC
1052
Sepio Capital
Utah
$531K
PCIA
1053
Prime Capital Investment Advisors
Kansas
$528K
DWM
1054
Drive Wealth Management
Utah
$525K
ICM
1055
Intrepid Capital Management
Florida
$524K
CFM
1056
Catalyst Funds Management
Australia
$522K
PCS
1057
Personal CFO Solutions
New Jersey
$522K
MBI
1058
May Barnhard Investments
Maryland
$521K
FCH
1059
Freestone Capital Holdings
Washington
$518K
AWM
1060
Angeles Wealth Management
California
$518K
JFA
1061
JNBA Financial Advisors
Minnesota
$514K
VIP
1062
Vista Investment Partners
Oklahoma
$514K
LFG
1063
Larson Financial Group
Missouri
$513K
RDFA
1064
Ritter Daniher Financial Advisory
Ohio
$512K
BWCS
1065
Beirne Wealth Consulting Services
Connecticut
$511K
OBGC
1066
O'Brien Greene & Co
Pennsylvania
$510K
CA
1067
Claro Advisors
Massachusetts
$509K
PFW
1068
Petros Family Wealth
Minnesota
$508K
MFC
1069
Mechanics Financial Corp
Ohio
$507K
AHL
1070
Abel Hall LLC
Louisiana
$507K
SA
1071
Strategic Advisors
New York
$506K
TCM
1072
Tradewinds Capital Management
Washington
$504K
ICP
1073
Interchange Capital Partners
Pennsylvania
$504K
HH
1074
Hilltop Holdings
Texas
$503K
HA
1075
Hofer & Associates
California
$503K