We are live on ! Find out more
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
CPA
1276
Capital Performance Advisors
California
$320K
SWM
1277
Stockman Wealth Management
Montana
$319K
OWM
1278
Omnitrust Wealth Management
Florida
$318K
TTIC
1279
Tower Trust & Investment Company
Iowa
$318K
CCT
1280
Chemung Canal Trust
New York
$316K
VWM
1281
Venturi Wealth Management
Texas
$315K
SMC
1282
Smith, Moore & Co
Missouri
$313K
AP
1283
Anchyra Partners
Georgia
$312K
CBT
1284
Crews Bank & Trust
Florida
$311K
RPGK
1285
Retirement Planning Group (Kansas)
Kansas
$311K
AAS
1286
Ameritas Advisory Services
Nebraska
$311K
MCM
1287
Monument Capital Management
Virginia
$310K
RT
1288
Rockland Trust
Massachusetts
$310K
FLII
1289
First Long Island Investors
New York
$309K
MCM
1290
Magnolia Capital Management
New York
$308K
FFG
1291
Fiduciary Financial Group
California
$307K
SEIA
1292
Signature Estate & Investment Advisors
California
$306K
RA
1293
Riversedge Advisors
Delaware
$306K
MIM
1294
Macroview Investment Management
Maryland
$305K
AA
1295
Alta Advisers
United Kingdom
$305K
WTA
1296
Washington Trust Advisors
Massachusetts
$303K
PWW
1297
Pettyjohn Wood & White
Virginia
$303K
WF
1298
WoodTrust Financial
Wisconsin
$302K
MWM
1299
Modern Wealth Management
Kansas
$302K
WMS
1300
Wealth Management Strategies
Pennsylvania
$300K