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
CWMGO
1426
Capstone Wealth Management Group (Oregon)
Oregon
$232K
RWM
1427
Rockline Wealth Management
New York
$231K
CCA
1428
Childress Capital Advisors
Texas
$230K
SFS
1429
Strategic Financial Services
New York
$229K
JSL
1430
JT Stratford LLC
Georgia
$228K
MFG
1431
Magnus Financial Group
New York
$227K
NDSI
1432
Newman Dignan & Sheerar Inc
Rhode Island
$227K
GCP
1433
GSA Capital Partners
United Kingdom
$226K
KPWG
1434
KFA Private Wealth Group
Virginia
$225K
CIAS
1435
Capital Investment Advisory Services
North Carolina
$225K
CTA
1436
Chesley Taft & Associates
Illinois
$224K
CTC
1437
Cetera Trust Company
Minnesota
$224K
WMWM
1438
Wilkins Miller Wealth Management
Alabama
$223K
EGA
1439
E&G Advisors
Texas
$223K
NCM
1440
NCM Capital Management
New Jersey
$222K
HCM
1441
Hutchinson Capital Management
California
$222K
GEA
1442
Glen Eagle Advisors
New Jersey
$221K
DA
1443
Denali Advisors
California
$221K
IRC
1444
Investors Research Corp
Georgia
$220K
WWM
1445
Woodside Wealth Management
Massachusetts
$219K
CP
1446
Creekside Partners
California
$219K
NFGCM
1447
Norman Fields Gottscho Capital Management
New York
$219K
AI
1448
Accredited Investors
Minnesota
$219K
BWM
1449
BKM Wealth Management
Wisconsin
$218K
DA
1450
Detalus Advisors
Missouri
$218K