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