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
SL
1101
Sentinus LLC
Illinois
$477K
HAS
1102
HBW Advisory Services
California
$471K
TCM
1103
Tributary Capital Management
Nebraska
$470K
EPW
1104
Evolve Private Wealth
California
$469K
JGIA
1105
Jackson Grant Investment Advisers
Connecticut
$469K
1WM
1106
1900 Wealth Management
Texas
$467K
SC
1107
Stephenson & Company
California
$467K
RC
1108
RBO & Co
California
$464K
FA
1109
FDx Advisors
Illinois
$464K
LGF
1110
LGT Group Foundation
Liechtenstein
$461K
AWM
1111
Aprio Wealth Management
Georgia
$461K
FMTCOCP
1112
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$460K
EWA
1113
Exencial Wealth Advisors
Oklahoma
$460K
CMBA
1114
C.M. Bidwell & Associates
Hawaii
$458K
PCM
1115
Penserra Capital Management
California
$458K
UAG
1116
United Advisor Group
Ohio
$457K
SWM
1117
Stronghold Wealth Management
Florida
$456K
LFA
1118
Laraway Financial Advisors
Minnesota
$456K
BC
1119
Barrett & Company
Rhode Island
$455K
CCMG
1120
Clark Capital Management Group
Pennsylvania
$453K
MO
1121
McMillan Office
Michigan
$453K
VCM
1122
Virtue Capital Management
Tennessee
$453K
APW
1123
Austin Private Wealth
Texas
$450K
FFA
1124
Fragasso Financial Advisors
Pennsylvania
$449K
CI Investments Inc
1125
CI Investments Inc
Ontario, Canada
$448K