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
FGC
1326
First Growth Capital
Maryland
$284K
ZF
1327
Zhang Financial
Michigan
$283K
RWP
1328
Revolve Wealth Partners
New Jersey
$282K
FCM
1329
Fortis Capital Management
Washington
$282K
PCP
1330
Perbak Capital Partners
United Kingdom
$282K
CWG
1331
Cornerstone Wealth Group
North Carolina
$281K
MA
1332
Maxele Advisors
Missouri
$281K
SW
1333
SlateStone Wealth
Florida
$281K
Parallax Volatility Advisers
1334
Parallax Volatility Advisers
California
$280K
TCOT
1335
Trust Company of Toledo
Ohio
$279K
AT
1336
Adelphi Trust
Florida
$278K
SIA
1337
Soltis Investment Advisors
Utah
$278K
PW
1338
PUREfi Wealth
Massachusetts
$276K
NFW
1339
Noble Family Wealth
Florida
$275K
GKWIM
1340
Gerber Kawasaki Wealth & Investment Management
California
$274K
PDL
1341
Portfolio Design Labs
California
$274K
LAM
1342
LECAP Asset Management
United Kingdom
$273K
TWA
1343
TCI Wealth Advisors
Arizona
$273K
PL
1344
Plancorp LLC
Missouri
$273K
JTWM
1345
Jackson Thornton Wealth Management
Alabama
$271K
PB
1346
Prosperity Bancshares
Texas
$269K
RWP
1347
Ridgecrest Wealth Partners
California
$268K
SFC
1348
SYM Financial Corp
Indiana
$268K
LAM
1349
LOM Asset Management
$268K
EBWM
1350
Eagle Bluffs Wealth Management
Missouri
$267K