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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
HH
1076
Hilltop Holdings
Texas
$503K
HA
1077
Hofer & Associates
California
$503K
FMI
1078
Frec Markets Inc
California
$501K
CM
1079
Capula Management
Cayman Islands
$498K
SCP
1080
Sivia Capital Partners
California
$494K
FG
1081
Fiduciary Group
Georgia
$494K
CFSG
1082
Clark Financial Services Group
Missouri
$494K
BMCM
1083
Burns Matteson Capital Management
New York
$493K
SI
1084
Severin Investments
Missouri
$492K
DWP
1085
Daymark Wealth Partners
Ohio
$491K
DBIA
1086
Dumont & Blake Investment Advisors
New Jersey
$491K
Fuller & Thaler Asset Management
1087
Fuller & Thaler Asset Management
California
$490K
CAL
1088
Capital Analysts LLC
Pennsylvania
$490K
SOS
1089
Silver Oak Securities
Tennessee
$489K
DPW
1090
DiNuzzo Private Wealth
Pennsylvania
$488K
MEAC
1091
M.E. Allison & Co
Texas
$486K
CG
1092
Cynosure Group
Utah
$485K
WBCM
1093
Wilson & Boucher Capital Management
California
$484K
BWP
1094
Balboa Wealth Partners
Arizona
$482K
NAS
1095
Nicolet Advisory Services
Wisconsin
$481K
LSA
1096
Leonteq Securities AG
Switzerland
$480K
CCFM
1097
Clear Creek Financial Management
Washington
$479K
BAAM
1098
Baker Avenue Asset Management
California
$478K
AWA
1099
Arete Wealth Advisors
Illinois
$478K
LFA
1100
Legacy Financial Advisors
Kentucky
$477K