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
TFIPS
1526
Towarzystwo Funduszy Inwestycyjnych PZU SA
$110K
PGAM
1527
Princeton Global Asset Management
New Jersey
$110K
LWANC
1528
Laurel Wealth Advisors (North Carolina)
North Carolina
$107K
EPIM
1529
Evelyn Partners Investment Management
$106K
HDIM
1530
Hanson & Doremus Investment Management
Vermont
$106K
Loomis, Sayles & Company
1531
Loomis, Sayles & Company
Massachusetts
$105K
SVWA
1532
Sarver Vrooman Wealth Advisors
Missouri
$101K
FCT
1533
First Community Trust
Iowa
$101K
PCFFS
1534
Pacific Center for Financial Services
California
$100K
UOTTAIMCU
1535
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$98.7K
WA
1536
WPG Advisers
Maryland
$95.7K
NRG
1537
Nemes Rush Group
Michigan
$94.4K
SL
1538
Salomon & Ludwin
Virginia
$93.8K
TC
1539
Trust Company
Kansas
$93.8K
SCM
1540
Silvant Capital Management
Georgia
$89.9K
SWIM
1541
Smallwood Wealth Investment Management
New Jersey
$89.4K
HC
1542
Hara Capital
Washington
$88.2K
ADL
1543
Asset Dedication LLC
California
$88.1K
BG
1544
Bollard Group
Massachusetts
$88K
SGK
1545
Steigerwald Gordon & Koch
Virginia
$87.1K
TWD
1546
True Wealth Design
Ohio
$85.2K
GCM
1547
Gunpowder Capital Management
Maryland
$84.4K
CWP
1548
Concord Wealth Partners
Virginia
$81.8K
O
1549
Ossiam
France
$81.6K
CP
1550
Camelot Portfolios
Ohio
$81.3K