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
TFM
1551
TFC Financial Management
Massachusetts
$80.9K
RAM
1552
Reflection Asset Management
South Carolina
$80.5K
CFM
1553
Cornerstone Financial Management
Massachusetts
$80.2K
APW
1554
Aventura Private Wealth
Florida
$80K
HWA
1555
HHM Wealth Advisors
Tennessee
$77.8K
SPF
1556
South Plains Financial
Texas
$77.8K
CT
1557
Clearstead Trust
Maine
$76.7K
AEPWM
1558
Atlantic Edge Private Wealth Management
Florida
$76.4K
SN
1559
Sittner & Nelson
Oregon
$74.6K
MA
1560
Modus Advisors
Minnesota
$73.6K
FFO
1561
Fortitude Family Office
Arizona
$72.2K
SWM
1562
SHP Wealth Management
Massachusetts
$71.8K
FCAS
1563
First Command Advisory Services
Texas
$71.5K
ATC
1564
Adirondack Trust Company
New York
$70.7K
PWAM
1565
Private Wealth Asset Management
Iowa
$69.3K
GAG
1566
Goodman Advisory Group
Massachusetts
$67.3K
NL
1567
Navalign LLC
California
$66K
VC
1568
Vestor Capital
Illinois
$64K
CWM
1569
Consultiva Wealth Management
Puerto Rico
$63.7K
MAM
1570
Morse Asset Management
Connecticut
$61.2K
CPG
1571
Cornerstone Planning Group
New Jersey
$60.2K
PJC
1572
Phillip James Consulting
Minnesota
$60K
Q1WB
1573
Quest 10 Wealth Builders
Virginia
$59K
OW
1574
Olistico Wealth
Oklahoma
$58K
HFM
1575
Hartford Financial Management
Connecticut
$54.7K