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
MCM
1376
MV Capital Management
Maryland
$250K
HFAS
1377
Hummer Financial Advisory Services
Illinois
$250K
PT
1378
Plimoth Trust
Massachusetts
$250K
RW
1379
Rede Wealth
Virginia
$248K
DWM
1380
Destination Wealth Management
California
$247K
BMC
1381
Beaton Management Company
Massachusetts
$247K
COCM
1382
Charter Oak Capital Management
New Hampshire
$247K
BBA
1383
Braun-Bostich & Associates
Pennsylvania
$247K
JWM
1384
JGP Wealth Management
Oregon
$247K
MPM
1385
Meritage Portfolio Management
Kansas
$246K
IIL
1386
Income Insurance Ltd
$246K
CHAM
1387
Clear Harbor Asset Management
Connecticut
$246K
HW
1388
HORAN Wealth
Ohio
$246K
CSB
1389
City State Bank
Iowa
$246K
BAM
1390
Belpointe Asset Management
Nevada
$246K
IFG
1391
Independent Financial Group
California
$245K
FOA
1392
Five Oceans Advisors
California
$245K
PPC
1393
Pennington Partners & Co
Maryland
$244K
HI
1394
Harbour Investments
Wisconsin
$244K
AIM
1395
Athena Investment Management
California
$244K
5SA
1396
5th Street Advisors
Connecticut
$243K
DCM
1397
Dorato Capital Management
Colorado
$243K
MAWA
1398
Moss Adams Wealth Advisors
Washington
$243K
FWA
1399
FSM Wealth Advisors
Ohio
$243K
BOJHT
1400
Bank of Jackson Hole Trust
Wyoming
$242K