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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
CIA
1526
Cape Investment Advisory
Georgia
$111K
KFAS
1527
Keating Financial Advisory Services
Kansas
$111K
TFIPS
1528
Towarzystwo Funduszy Inwestycyjnych PZU SA
$110K
PGAM
1529
Princeton Global Asset Management
New Jersey
$110K
LWANC
1530
Laurel Wealth Advisors (North Carolina)
North Carolina
$107K
EPIM
1531
Evelyn Partners Investment Management
$106K
HDIM
1532
Hanson & Doremus Investment Management
Vermont
$106K
Loomis, Sayles & Company
1533
Loomis, Sayles & Company
Massachusetts
$105K
SVWA
1534
Sarver Vrooman Wealth Advisors
Missouri
$101K
FCT
1535
First Community Trust
Iowa
$101K
PCFFS
1536
Pacific Center for Financial Services
California
$100K
UOTTAIMCU
1537
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$98.7K
WA
1538
WPG Advisers
Maryland
$95.7K
NRG
1539
Nemes Rush Group
Michigan
$94.4K
SL
1540
Salomon & Ludwin
Virginia
$93.8K
TC
1541
Trust Company
Kansas
$93.8K
SCM
1542
Silvant Capital Management
Georgia
$89.9K
SWIM
1543
Smallwood Wealth Investment Management
New Jersey
$89.4K
HC
1544
Hara Capital
Washington
$88.2K
ADL
1545
Asset Dedication LLC
California
$88.1K
BG
1546
Bollard Group
Massachusetts
$88K
SGK
1547
Steigerwald Gordon & Koch
Virginia
$87.1K
TWD
1548
True Wealth Design
Ohio
$85.2K
GCM
1549
Gunpowder Capital Management
Maryland
$84.4K
CWP
1550
Concord Wealth Partners
Virginia
$81.8K