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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
FCM
1326
Fell Capital Management
California
$284K
ACA
1327
Arsenal Capital Advisors
Pennsylvania
$284K
FGC
1328
First Growth Capital
Maryland
$284K
ZF
1329
Zhang Financial
Michigan
$283K
RWP
1330
Revolve Wealth Partners
New Jersey
$282K
FCM
1331
Fortis Capital Management
Washington
$282K
PCP
1332
Perbak Capital Partners
United Kingdom
$282K
CWG
1333
Cornerstone Wealth Group
North Carolina
$281K
MA
1334
Maxele Advisors
Missouri
$281K
SW
1335
SlateStone Wealth
Florida
$281K
Parallax Volatility Advisers
1336
Parallax Volatility Advisers
California
$280K
TCOT
1337
Trust Company of Toledo
Ohio
$279K
AT
1338
Adelphi Trust
Florida
$278K
SIA
1339
Soltis Investment Advisors
Utah
$278K
PW
1340
PUREfi Wealth
Massachusetts
$276K
NFW
1341
Noble Family Wealth
Florida
$275K
GKWIM
1342
Gerber Kawasaki Wealth & Investment Management
California
$274K
PDL
1343
Portfolio Design Labs
California
$274K
LAM
1344
LECAP Asset Management
United Kingdom
$273K
TWA
1345
TCI Wealth Advisors
Arizona
$273K
PL
1346
Plancorp LLC
Missouri
$273K
JTWM
1347
Jackson Thornton Wealth Management
Alabama
$271K
PB
1348
Prosperity Bancshares
Texas
$269K
RWP
1349
Ridgecrest Wealth Partners
California
$268K
SFC
1350
SYM Financial Corp
Indiana
$268K