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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
HHMI
1651
Howard Hughes Medical Institute
Maryland
$17.5K
B
1652
Bayban
Minnesota
$17.2K
T. Rowe Price Investment Management
1653
T. Rowe Price Investment Management
Maryland
$17K
MSWM
1654
Mowery & Schoenfeld Wealth Management
Illinois
$16.6K
WCM
1655
Westend Capital Management
California
$16.4K
AIM
1656
Access Investment Management
Georgia
$16.3K
FFL
1657
Financial Freedom LLC
Ohio
$16.3K
EWM
1658
Evolution Wealth Management
Florida
$16.1K
HWP
1659
Highline Wealth Partners
California
$16K
MTIC
1660
Missouri Trust & Investment Company
Missouri
$15.7K
AWM
1661
Activest Wealth Management
Florida
$15.7K
CTB
1662
Country Trust Bank
Illinois
$15.6K
GWSG
1663
GPS Wealth Strategies Group
Colorado
$15.1K
HNW
1664
High Note Wealth
Minnesota
$14.6K
KG
1665
Kilter Group
New York
$13.8K
NSG
1666
Nalls Sherbakoff Group
Tennessee
$13.7K
AFC
1667
Ares Financial Consulting
California
$13.6K
BWL
1668
Bogart Wealth LLC
Virginia
$13.2K
EI
1669
EFG International
$13.1K
BAM
1670
Bellevue Asset Management
Washington
$12.7K
EWP
1671
Elevation Wealth Partners
California
$12.5K
PIS
1672
POM Investment Strategies
North Carolina
$12.3K
FPB
1673
First PREMIER Bank
South Dakota
$12K
IWP
1674
IAG Wealth Partners
Wisconsin
$12K
IWM
1675
IMG Wealth Management
Florida
$11.8K