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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
BWM
1451
BKM Wealth Management
Wisconsin
$218K
DA
1452
Detalus Advisors
Missouri
$218K
MFGM
1453
Marshall Financial Group (Maryland)
Maryland
$217K
SAW
1454
Signal Advisors Wealth
Michigan
$216K
CAG
1455
Csenge Advisory Group
Florida
$216K
TNB
1456
Thomasville National Bank
Georgia
$216K
PWMG
1457
Prestige Wealth Management Group
New Jersey
$213K
CHC
1458
City Holding Co
West Virginia
$212K
SWA
1459
SOA Wealth Advisors
New York
$212K
TWP
1460
Tyche Wealth Partners
Texas
$212K
WF
1461
WealthPoint Financial
North Carolina
$212K
FG
1462
Foster Group
Iowa
$211K
SL
1463
Summitry LLC
California
$211K
LC
1464
Landaas & Company
Wisconsin
$210K
1CP
1465
17 Capital Partners
Arizona
$210K
EWM
1466
Evermay Wealth Management
Virginia
$209K
LJHT
1467
Laurie J. Hall Trustee
$208K
ME
1468
McIlrath & Eck
Washington
$208K
GD
1469
Grandfield & Dodd
New York
$208K
VDC
1470
Van Diest Capital
Iowa
$207K
SIM
1471
Sentry Investment Management
Wisconsin
$207K
SWM
1472
Spire Wealth Management
Virginia
$207K
AP
1473
Advisortrust Partners
North Carolina
$207K
AMM
1474
American Money Management
California
$206K
WF
1475
Wayfinding Financial
Washington
$206K