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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
HI
1626
Hoey Investments
Pennsylvania
$26.1K
NEWAS
1627
N.E.W. Advisory Services
Wisconsin
$25.5K
HNB
1628
Hilltop National Bank
Wyoming
$25.1K
AF
1629
Abound Financial
California
$25.1K
TC
1630
Truvestments Capital
Florida
$24.7K
AP
1631
Atwood & Palmer
Missouri
$24.4K
AW
1632
Avion Wealth
Texas
$24K
WA
1633
Walsh & Associates
Florida
$23.4K
GAFA
1634
Garton & Associates Financial Advisors
Kentucky
$22.9K
SIC
1635
SJS Investment Consulting
Ohio
$22.6K
SR
1636
Swiss Re
Switzerland
$22.5K
S
1637
Sachetta
Massachusetts
$22.4K
MB
1638
MidFirst Bank
Oklahoma
$22.3K
HFS
1639
Horizon Financial Services
North Carolina
$22.1K
LIA
1640
Luken Investment Analytics
Tennessee
$21.9K
PB
1641
Pinnacle Bancorp
Nebraska
$21.7K
IIM
1642
IFC & Insurance Marketing
California
$21K
RFS
1643
Richardson Financial Services
Massachusetts
$20.9K
FC
1644
Fairscale Capital
New Hampshire
$19.7K
CTA
1645
Colonial Trust Advisors
South Carolina
$19.6K
RTL
1646
Red Tortoise LLC
Georgia
$19.4K
GTAM
1647
Global Trust Asset Management
Florida
$19.1K
WETS
1648
Wealth Enhancement Trust Services
South Dakota
$18.8K
CA
1649
Crewe Advisors
Utah
$18.2K
KFA
1650
Kelleher Financial Advisors
New York
$17.8K