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BNY

Bank of New York Mellon

1,752 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 227 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:

1.34% more ownership

Funds ownership: 83.18%84.52% (+1.3%)

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
1,752
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
EBWM
1351
Eagle Bluffs Wealth Management
Missouri
$267K
OAM
1352
Occidental Asset Management
California
$267K
PF
1353
Phoenix Financial
Israel
$266K
TCM
1354
TABR Capital Management
California
$265K
CAAS
1355
Capital Asset Advisory Services
Michigan
$264K
HEM
1356
Henson-Edgewater Management
Ohio
$263K
RWM
1357
Rialto Wealth Management
New York
$262K
DLA
1358
Douglas Lane & Associates
New York
$262K
RSWM
1359
Robertson Stephens Wealth Management
California
$262K
RMC
1360
Resources Management Corp
Connecticut
$262K
TWM
1361
Thrive Wealth Management
Pennsylvania
$261K
SCM
1362
Stordahl Capital Management
Colorado
$261K
FHA
1363
Flagship Harbor Advisors
Massachusetts
$260K
GBT
1364
Grove Bank & Trust
Florida
$260K
RS
1365
R Squared
Hong Kong
$259K
CH
1366
Cromwell Holdings
Wyoming
$259K
ZBNA
1367
Zions Bancorporation, National Association
Utah
$258K
CFS
1368
CRA Financial Services
New Jersey
$256K
TAM
1369
Titleist Asset Management
Texas
$256K
FCM
1370
Fire Capital Management
California
$255K
FWM
1371
Forefront Wealth Management
Pennsylvania
$255K
BWMG
1372
Barnes Wealth Management Group
California
$253K
NA
1373
Networth Advisors
Pennsylvania
$253K
OL
1374
OneFund LLC
Florida
$251K
MHR
1375
Matthew Hamilton Rosenberg
$250K