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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
CT
1251
Chicago Trust
Illinois
$333K
AG
1252
AlTi Global
New York
$333K
HSA
1253
HBK Sorce Advisory
Pennsylvania
$332K
BCM
1254
Brooktree Capital Management
Michigan
$332K
BC
1255
Bayforest Capital
United Kingdom
$332K
AMBIA
1256
Allen Mooney & Barnes Investment Advisors
Georgia
$329K
AA
1257
AlphaCentric Advisors
Puerto Rico
$329K
SYBT
1258
Stock Yards Bank & Trust
Kentucky
$328K
CIA
1259
Capital Investment Advisors
Georgia
$328K
SAA
1260
Southeast Asset Advisors
Georgia
$328K
EH
1261
Equitable Holdings
New York
$326K
CWS
1262
Cypress Wealth Services
California
$326K
PFBT
1263
Parkside Financial Bank & Trust
Missouri
$326K
CNBOF
1264
City National Bank of Florida
Florida
$325K
CCA
1265
Cadent Capital Advisors
Oklahoma
$325K
TCM
1266
TD Capital Management
Tennessee
$325K
RMDI
1267
R.M. Davis Inc
Maine
$325K
JSW
1268
Journey Strategic Wealth
New Jersey
$324K
DOA
1269
D'Orazio & Associates
Virginia
$323K
DCM
1270
DGS Capital Management
New Jersey
$323K
WB
1271
Webster Bank
Connecticut
$321K
IAS
1272
Insigneo Advisory Services
Florida
$321K
WFAG
1273
Wescott Financial Advisory Group
Pennsylvania
$321K
CWM
1274
Chemistry Wealth Management
New York
$321K
OAS
1275
Optivise Advisory Services
Tennessee
$320K