We are live on ! Find out more
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
HPBT
1101
Hickory Point Bank & Trust
Illinois
$477K
BBA
1102
BLB&B Advisors
Pennsylvania
$477K
SL
1103
Sentinus LLC
Illinois
$477K
HAS
1104
HBW Advisory Services
California
$471K
TCM
1105
Tributary Capital Management
Nebraska
$470K
EPW
1106
Evolve Private Wealth
California
$469K
JGIA
1107
Jackson Grant Investment Advisers
Connecticut
$469K
1WM
1108
1900 Wealth Management
Texas
$467K
SC
1109
Stephenson & Company
California
$467K
RC
1110
RBO & Co
California
$464K
FA
1111
FDx Advisors
Illinois
$464K
LGF
1112
LGT Group Foundation
Liechtenstein
$461K
AWM
1113
Aprio Wealth Management
Georgia
$461K
FMTCOCP
1114
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$460K
EWA
1115
Exencial Wealth Advisors
Oklahoma
$460K
CMBA
1116
C.M. Bidwell & Associates
Hawaii
$458K
PCM
1117
Penserra Capital Management
California
$458K
UAG
1118
United Advisor Group
Ohio
$457K
SWM
1119
Stronghold Wealth Management
Florida
$456K
LFA
1120
Laraway Financial Advisors
Minnesota
$456K
BC
1121
Barrett & Company
Rhode Island
$455K
CCMG
1122
Clark Capital Management Group
Pennsylvania
$453K
MO
1123
McMillan Office
Michigan
$453K
VCM
1124
Virtue Capital Management
Tennessee
$453K
APW
1125
Austin Private Wealth
Texas
$450K