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
PPWM
1476
Paragon Private Wealth Management
Kentucky
$205K
RBFC
1477
Roman Butler Fullerton & Co
Missouri
$205K
IAS
1478
Investment Advisory Services
Texas
$203K
SIA
1479
SeaBridge Investment Advisors
New Jersey
$203K
WSCM
1480
Wellington Shields Capital Management
New York
$203K
SIG
1481
Spinnaker Investment Group
California
$202K
FBT
1482
First Bank & Trust
South Dakota
$201K
TW
1483
Traveka Wealth
California
$201K
SP
1484
Successful Portfolios
Florida
$200K
MPWS
1485
McCarter Private Wealth Services
Massachusetts
$200K
KB
1486
Kimelman & Baird
New York
$197K
RP
1487
Rowlandmiller & Partners
Georgia
$195K
CFO
1488
CVA Family Office
Colorado
$193K
SRCM
1489
Signature Resources Capital Management
California
$192K
RFP
1490
Root Financial Partners
California
$191K
RFG
1491
REAP Financial Group
Texas
$188K
AA
1492
Ancora Advisors
Ohio
$186K
GITFIT
1493
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$186K
OWP
1494
ORG Wealth Partners
Texas
$184K
GC
1495
Gould Capital
Washington
$181K
MWPCG
1496
Measured Wealth Private Client Group
New Hampshire
$180K
MTI
1497
Merrithew & Thorsten Inc
California
$176K
SEP
1498
Signature Equity Partners
Ohio
$176K
TF
1499
Tompkins Financial
New York
$170K
EB
1500
Eastern Bank
Massachusetts
$166K