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
MA
1226
Mutual Advisors
Nebraska
$351K
OLA
1227
Oliver Luxxe Assets
New Jersey
$350K
MW
1228
Maia Wealth
Colorado
$350K
AIM
1229
Advyzon Investment Management
Illinois
$350K
ST
1230
Spinnaker Trust
Maine
$349K
DE
1231
Diversified Enterprises
Delaware
$348K
S
1232
Storgate
Texas
$345K
CMA
1233
Cedar Mountain Advisors
Oregon
$343K
LNB
1234
Ledyard National Bank
$343K
PWM
1235
Peck Wealth Management
New York
$343K
NSIM
1236
North Star Investment Management
Illinois
$343K
GAG
1237
GM Advisory Group
New York
$343K
AWC
1238
Abundance Wealth Counselors
Pennsylvania
$343K
MC
1239
Matisse Capital
Oregon
$341K
PL
1240
Perpetual Ltd
Australia
$341K
HCM
1241
Hengehold Capital Management
Ohio
$339K
VWM
1242
Vigilare Wealth Management
Arizona
$339K
LFAS
1243
Level Four Advisory Services
Texas
$339K
VAM
1244
Verity Asset Management
North Carolina
$338K
SCM
1245
Sage Capital Management
New Jersey
$338K
MIC
1246
Means Investment Company
Maine
$337K
PC
1247
PCB Capital
New Jersey
$336K
AWE
1248
Avidian Wealth Enterprises
Texas
$334K
CT
1249
Chicago Trust
Illinois
$333K
AG
1250
AlTi Global
New York
$333K