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
TCM
1301
Towercrest Capital Management
Pennsylvania
$299K
7WCP
1302
71 West Capital Partners
Massachusetts
$299K
CGL
1303
Clarius Group LLC
Washington
$298K
BIA
1304
Bell Investment Advisors
California
$297K
EFG
1305
Ethos Financial Group
Pennsylvania
$297K
OAM
1306
Oberweis Asset Management
Illinois
$296K
MHIC
1307
Marble Harbor Investment Counsel
Massachusetts
$296K
WP
1308
WealthShield Partners
North Carolina
$294K
MCWA
1309
Meadow Creek Wealth Advisors
Georgia
$294K
EA
1310
Everpar Advisors
Oklahoma
$293K
WFA
1311
Wellspring Financial Advisors
Ohio
$293K
JF
1312
JMN Financial
Ohio
$293K
PFA
1313
Pure Financial Advisors
California
$293K
GVAG
1314
Great Valley Advisor Group
Delaware
$292K
FHC
1315
First Heartland Consultants
Missouri
$292K
ACI
1316
Alpha Cubed Investments
California
$291K
SS
1317
SBI Securities
Japan
$291K
IIL
1318
Insight Inv LLC
California
$290K
BS
1319
Banco Santander
Spain
$288K
MSWA
1320
Marshall & Sterling Wealth Advisors
New York
$286K
M
1321
Mirova
France
$286K
VW
1322
Vantus Wealth
Pennsylvania
$286K
WAL
1323
W Advisors LLC
Tennessee
$285K
FCM
1324
Fell Capital Management
California
$284K
ACA
1325
Arsenal Capital Advisors
Pennsylvania
$284K