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
OWM
1276
Omnitrust Wealth Management
Florida
$318K
TTIC
1277
Tower Trust & Investment Company
Iowa
$318K
CCT
1278
Chemung Canal Trust
New York
$316K
VWM
1279
Venturi Wealth Management
Texas
$315K
SMC
1280
Smith, Moore & Co
Missouri
$313K
AP
1281
Anchyra Partners
Georgia
$312K
CBT
1282
Crews Bank & Trust
Florida
$311K
RPGK
1283
Retirement Planning Group (Kansas)
Kansas
$311K
AAS
1284
Ameritas Advisory Services
Nebraska
$311K
MCM
1285
Monument Capital Management
Virginia
$310K
RT
1286
Rockland Trust
Massachusetts
$310K
FLII
1287
First Long Island Investors
New York
$309K
MCM
1288
Magnolia Capital Management
New York
$308K
FFG
1289
Fiduciary Financial Group
California
$307K
SEIA
1290
Signature Estate & Investment Advisors
California
$306K
RA
1291
Riversedge Advisors
Delaware
$306K
MIM
1292
Macroview Investment Management
Maryland
$305K
AA
1293
Alta Advisers
United Kingdom
$305K
WTA
1294
Washington Trust Advisors
Massachusetts
$303K
PWW
1295
Pettyjohn Wood & White
Virginia
$303K
WF
1296
WoodTrust Financial
Wisconsin
$302K
MWM
1297
Modern Wealth Management
Kansas
$302K
WMS
1298
Wealth Management Strategies
Pennsylvania
$300K
WMA
1299
Wealth Management Associates
New Jersey
$299K
AWMG
1300
Alliance Wealth Management Group
New Jersey
$299K