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