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