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
MSWM
1651
Mowery & Schoenfeld Wealth Management
Illinois
$16.6K
WCM
1652
Westend Capital Management
California
$16.4K
AIM
1653
Access Investment Management
Georgia
$16.3K
FFL
1654
Financial Freedom LLC
Ohio
$16.3K
EWM
1655
Evolution Wealth Management
Florida
$16.1K
HWP
1656
Highline Wealth Partners
California
$16K
MTIC
1657
Missouri Trust & Investment Company
Missouri
$15.7K
AWM
1658
Activest Wealth Management
Florida
$15.7K
CTB
1659
Country Trust Bank
Illinois
$15.6K
GWSG
1660
GPS Wealth Strategies Group
Colorado
$15.1K
HNW
1661
High Note Wealth
Minnesota
$14.6K
KG
1662
Kilter Group
New York
$13.8K
NSG
1663
Nalls Sherbakoff Group
Tennessee
$13.7K
AFC
1664
Ares Financial Consulting
California
$13.6K
BWL
1665
Bogart Wealth LLC
Virginia
$13.2K
EI
1666
EFG International
$13.1K
BAM
1667
Bellevue Asset Management
Washington
$12.7K
EWP
1668
Elevation Wealth Partners
California
$12.5K
PIS
1669
POM Investment Strategies
North Carolina
$12.3K
FPB
1670
First PREMIER Bank
South Dakota
$12K
IWP
1671
IAG Wealth Partners
Wisconsin
$12K
IWM
1672
IMG Wealth Management
Florida
$11.8K
GIM
1673
Gold Investment Management
Alberta, Canada
$11.6K
CIAS
1674
CBIZ Investment Advisory Services
Ohio
$11K
GWM
1675
Greenline Wealth Management
Florida
$10.9K