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