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