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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
O
1551
Ossiam
France
$81.6K
CP
1552
Camelot Portfolios
Ohio
$81.3K
TFM
1553
TFC Financial Management
Massachusetts
$80.9K
RAM
1554
Reflection Asset Management
South Carolina
$80.5K
CFM
1555
Cornerstone Financial Management
Massachusetts
$80.2K
APW
1556
Aventura Private Wealth
Florida
$80K
HWA
1557
HHM Wealth Advisors
Tennessee
$77.8K
SPF
1558
South Plains Financial
Texas
$77.8K
CT
1559
Clearstead Trust
Maine
$76.7K
AEPWM
1560
Atlantic Edge Private Wealth Management
Florida
$76.4K
SN
1561
Sittner & Nelson
Oregon
$74.6K
MA
1562
Modus Advisors
Minnesota
$73.6K
FFO
1563
Fortitude Family Office
Arizona
$72.2K
SWM
1564
SHP Wealth Management
Massachusetts
$71.8K
FCAS
1565
First Command Advisory Services
Texas
$71.5K
ATC
1566
Adirondack Trust Company
New York
$70.7K
PWAM
1567
Private Wealth Asset Management
Iowa
$69.3K
GAG
1568
Goodman Advisory Group
Massachusetts
$67.3K
NL
1569
Navalign LLC
California
$66K
VC
1570
Vestor Capital
Illinois
$64K
CWM
1571
Consultiva Wealth Management
Puerto Rico
$63.7K
MAM
1572
Morse Asset Management
Connecticut
$61.2K
CPG
1573
Cornerstone Planning Group
New Jersey
$60.2K
PJC
1574
Phillip James Consulting
Minnesota
$60K
Q1WB
1575
Quest 10 Wealth Builders
Virginia
$59K