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
TCM
1501
Triumph Capital Management
Colorado
$165K
HIIFS
1502
Harel Insurance Investments & Financial Services
Israel
$163K
HCA
1503
Harbor Capital Advisors
Illinois
$157K
BHWM
1504
Bay Harbor Wealth Management
Maryland
$157K
AA
1505
Addison Advisors
Vermont
$152K
PFSC
1506
Peoples Financial Services Corp
Pennsylvania
$152K
OC
1507
Oakworth Capital
Alabama
$152K
DMBA
1508
Deseret Mutual Benefit Administrators
Utah
$152K
TM
1509
Torren Management
California
$143K
OCM
1510
Osterweis Capital Management
California
$139K
LWCFA
1511
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K
WWA
1512
Wealth Watch Advisors
Colorado
$129K
GCM
1513
Gables Capital Management
Florida
$128K
CT
1514
Caldwell Trust
Florida
$128K
CYG
1515
Clean Yield Group
Vermont
$122K
CSPIA
1516
Cary Street Partners Investment Advisory
Virginia
$121K
1IA
1517
1620 Investment Advisors
Massachusetts
$121K
SSG
1518
Summit Securities Group
New York
$120K
TH
1519
TCTC Holdings
Texas
$119K
PP
1520
PFS Partners
New Jersey
$119K
CBT
1521
CoreFirst Bank & Trust
Kansas
$116K
VR
1522
Vision Retirement
New Jersey
$116K
DE
1523
DV Equities
Illinois
$114K
CIA
1524
Cape Investment Advisory
Georgia
$111K
KFAS
1525
Keating Financial Advisory Services
Kansas
$111K