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
WPA
1576
Wealth Preservation Advisors
Tennessee
$54.3K
QWM
1577
Quaker Wealth Management
New Jersey
$53.2K
C
1578
Covestor
United Kingdom
$53K
LAS
1579
Lloyd Advisory Services
Georgia
$52.6K
GK
1580
Graney & King
New York
$52.5K
GWP
1581
Gen-Wealth Partners
Michigan
$52.2K
EPIMS
1582
Evelyn Partners Investment Management Services
$52K
BONH
1583
Bank of New Hampshire
New Hampshire
$51.4K
CB
1584
Community Bank
New York
$50.8K
WIM
1585
Westside Investment Management
California
$50.5K
DF
1586
Dunhill Financial
United Kingdom
$50.4K
RF
1587
Rossby Financial
Florida
$50.2K
MEG
1588
Millstone Evans Group
Colorado
$48.8K
KAS
1589
Kemnay Advisory Services
New York
$48.5K
GFA
1590
Godfrey Financial Associates
New York
$47.9K
EAM
1591
Empirical Asset Management
Massachusetts
$47.7K
BGA
1592
Battery Global Advisors
Massachusetts
$47.7K
PK
1593
Pflug Koory
Nebraska
$47.7K
GKIM
1594
GW&K Investment Management
Massachusetts
$47K
BOTPPF
1595
Board of the Pension Protection Fund
United Kingdom
$46.4K
KLWA
1596
Kelly Lawrence W & Associates
California
$46.4K
LC
1597
Lavaca Capital
Texas
$46.4K
KBFS
1598
Kohmann Bosshard Financial Services
Ohio
$46.2K
ACA
1599
Atlas Capital Advisors
Wyoming
$44.3K
OCM
1600
Orion Capital Management
California
$44.1K