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
CAL
1601
Capital Advisors Ltd
Ohio
$44K
OP
1602
ORG Partners
Indiana
$41.2K
OAJ
1603
Ogorek Anthony Joseph
New York
$40K
UCB
1604
United Community Bank
South Carolina
$39.7K
NECFA
1605
New England Capital Financial Advisors
Connecticut
$39.3K
PAM
1606
Parvin Asset Management
South Dakota
$37.4K
HBW
1607
Hazlett, Burt & Watson
West Virginia
$35K
VWM
1608
Valley Wealth Managers
New Jersey
$34.8K
WWM
1609
Wolff Wiese Magana
California
$33.3K
NFSG
1610
Newbridge Financial Services Group
Florida
$33.1K
PWMG
1611
Private Wealth Management Group
New Jersey
$32.4K
BFPW
1612
BOK Financial Private Wealth
Colorado
$31.6K
WAG
1613
Wilkerson Advisory Group
Missouri
$31.5K
HWA
1614
Heritage Wealth Advisors
Virginia
$31K
VWA
1615
Valued Wealth Advisors
Utah
$31K
NWM
1616
Nova Wealth Management
Florida
$30.5K
MAM
1617
Marquette Asset Management
Minnesota
$30.3K
LI
1618
LRI Investments
Florida
$29.3K
RWS
1619
Retirement Wealth Solutions
Wisconsin
$28.3K
MA
1620
MCF Advisors
Kentucky
$27.4K
TSMHT
1621
Thurston Springer Miller Herd & Titak
Indiana
$27.4K
SVCP
1622
Silicon Valley Capital Partners
California
$27.2K
HI
1623
Hoey Investments
Pennsylvania
$26.1K
NEWAS
1624
N.E.W. Advisory Services
Wisconsin
$25.5K
HNB
1625
Hilltop National Bank
Wyoming
$25.1K