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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
TCBWMS
1151
Texas Capital Bank Wealth Management Services
Texas
$413K
APM
1152
a16z Perennial Management
California
$412K
HI
1153
Hudock Inc
Pennsylvania
$409K
CAU
1154
Caxton Associates (UK)
$409K
VF
1155
Virtu Financial
New York
$408K
SQA
1156
Simon Quick Advisors
New Jersey
$407K
BA
1157
Bridgewater Advisors
New York
$407K
KF
1158
Krilogy Financial
Missouri
$407K
MA
1159
Montag & Associates
Georgia
$405K
JTF
1160
J. Team Financial
Texas
$404K
IAIM
1161
International Assets Investment Management
Florida
$404K
WWM
1162
Whalen Wealth Management
Nevada
$404K
SB
1163
Strategic Blueprint
Georgia
$403K
NG
1164
Norden Group
Utah
$403K
AO
1165
Advisor OS
Illinois
$403K
PE
1166
PCM Encore
Colorado
$402K
SW
1167
SteelPeak Wealth
California
$400K
SDWMA
1168
Schneider Downs Wealth Management Advisors
Pennsylvania
$400K
MA
1169
MONECO Advisors
Connecticut
$400K
MAM
1170
Mystic Asset Management
Rhode Island
$397K
CM
1171
Columbus Macro
Pennsylvania
$397K
HT
1172
Heritage Trust
Oklahoma
$396K
SSC
1173
Syverson Strege & Co
Iowa
$396K
BWM
1174
BlackDiamond Wealth Management
New York
$394K
HCMG
1175
Howard Capital Management Group
California
$393K