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
AF
1626
Abound Financial
California
$25.1K
TC
1627
Truvestments Capital
Florida
$24.7K
AP
1628
Atwood & Palmer
Missouri
$24.4K
AW
1629
Avion Wealth
Texas
$24K
WA
1630
Walsh & Associates
Florida
$23.4K
GAFA
1631
Garton & Associates Financial Advisors
Kentucky
$22.9K
SIC
1632
SJS Investment Consulting
Ohio
$22.6K
SR
1633
Swiss Re
Switzerland
$22.5K
S
1634
Sachetta
Massachusetts
$22.4K
MB
1635
MidFirst Bank
Oklahoma
$22.3K
HFS
1636
Horizon Financial Services
North Carolina
$22.1K
LIA
1637
Luken Investment Analytics
Tennessee
$21.9K
PB
1638
Pinnacle Bancorp
Nebraska
$21.7K
IIM
1639
IFC & Insurance Marketing
California
$21K
RFS
1640
Richardson Financial Services
Massachusetts
$20.9K
FC
1641
Fairscale Capital
New Hampshire
$19.7K
CTA
1642
Colonial Trust Advisors
South Carolina
$19.6K
RTL
1643
Red Tortoise LLC
Georgia
$19.4K
GTAM
1644
Global Trust Asset Management
Florida
$19.1K
WETS
1645
Wealth Enhancement Trust Services
South Dakota
$18.8K
CA
1646
Crewe Advisors
Utah
$18.2K
KFA
1647
Kelleher Financial Advisors
New York
$17.8K
HHMI
1648
Howard Hughes Medical Institute
Maryland
$17.5K
B
1649
Bayban
Minnesota
$17.2K
T. Rowe Price Investment Management
1650
T. Rowe Price Investment Management
Maryland
$17K