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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
KSB
1201
Kennebec Savings Bank
Maine
$373K
FCIM
1202
Fairview Capital Investment Management
California
$373K
ESB
1203
Essex Savings Bank
Connecticut
$373K
MIC
1204
Meridian Investment Counsel
California
$371K
RP
1205
Rice Partnership
Hawaii
$371K
CBA
1206
Coastal Bridge Advisors
Connecticut
$370K
CWM
1207
Calamos Wealth Management
Illinois
$369K
PCM
1208
Prelude Capital Management
New York
$368K
RC
1209
Roundview Capital
New Jersey
$367K
OKSA
1210
O'Keefe Stevens Advisory
New York
$366K
HTC
1211
Haverford Trust Company
Pennsylvania
$366K
SP
1212
Stablepoint Partners
Massachusetts
$365K
IIC
1213
Ironwood Investment Counsel
Arizona
$365K
QL
1214
Quarry LP
New York
$364K
MIM
1215
Marco Investment Management
Georgia
$363K
VEA
1216
Virtus ETF Advisers
New York
$362K
BB
1217
Busey Bank
Illinois
$362K
TFA
1218
Trinity Financial Advisors
Ohio
$361K
WC
1219
Waterloo Capital
Texas
$360K
WAP
1220
Wealthcare Advisory Partners
Pennsylvania
$359K
BHBT
1221
Burke & Herbert Bank & Trust
Virginia
$359K
SP
1222
SmartHarvest Portfolios
Washington
$357K
DJSG
1223
D.J. St. Germain
Massachusetts
$353K
EFG
1224
Everhart Financial Group
Ohio
$352K
MWM
1225
MinichMacGregor Wealth Management
New York
$352K