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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
ACA
1601
Atlas Capital Advisors
Wyoming
$44.3K
OCM
1602
Orion Capital Management
California
$44.1K
CAL
1603
Capital Advisors Ltd
Ohio
$44K
PP
1604
Paladin Partners
Wisconsin
$42.3K
OP
1605
ORG Partners
Indiana
$41.2K
OAJ
1606
Ogorek Anthony Joseph
New York
$40K
UCB
1607
United Community Bank
South Carolina
$39.7K
NECFA
1608
New England Capital Financial Advisors
Connecticut
$39.3K
PAM
1609
Parvin Asset Management
South Dakota
$37.4K
HBW
1610
Hazlett, Burt & Watson
West Virginia
$35K
VWM
1611
Valley Wealth Managers
New Jersey
$34.8K
WWM
1612
Wolff Wiese Magana
California
$33.3K
NFSG
1613
Newbridge Financial Services Group
Florida
$33.1K
PWMG
1614
Private Wealth Management Group
New Jersey
$32.4K
BFPW
1615
BOK Financial Private Wealth
Colorado
$31.6K
WAG
1616
Wilkerson Advisory Group
Missouri
$31.5K
HWA
1617
Heritage Wealth Advisors
Virginia
$31K
VWA
1618
Valued Wealth Advisors
Utah
$31K
NWM
1619
Nova Wealth Management
Florida
$30.5K
MAM
1620
Marquette Asset Management
Minnesota
$30.3K
LI
1621
LRI Investments
Florida
$29.3K
RWS
1622
Retirement Wealth Solutions
Wisconsin
$28.3K
MA
1623
MCF Advisors
Kentucky
$27.4K
TSMHT
1624
Thurston Springer Miller Herd & Titak
Indiana
$27.4K
SVCP
1625
Silicon Valley Capital Partners
California
$27.2K