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
SC
1676
Solstein Capital
California
$10.8K
CWP
1677
Clark Wealth Partners
Illinois
$10.6K
JGCM
1678
Joseph Group Capital Management
Ohio
$10.6K
PSB
1679
Piscataqua Savings Bank
New Hampshire
$10.3K
DWM
1680
Dogwood Wealth Management
Kansas
$10.3K
BFS
1681
Bare Financial Services
Pennsylvania
$9.98K
PWA
1682
Physician Wealth Advisors
Utah
$9.17K
HFS
1683
Hughes Financial Services
Virginia
$8.82K
BCPWM
1684
Bradley & Co Private Wealth Management
Florida
$8.24K
AWM
1685
Abound Wealth Management
Tennessee
$8.13K
VWWMG
1686
Vermillion & White Wealth Management Group
Pennsylvania
$7.78K
VWA
1687
VSM Wealth Advisory
Maryland
$7.78K
PPC
1688
Park Place Capital
Alabama
$7.31K
YP
1689
YANKCOM Partnership
South Dakota
$7.31K
CFD
1690
Creative Financial Designs
Indiana
$7.2K
SFS
1691
Sunrise Financial Services
Washington
$6.62K
ANBT
1692
American National Bank & Trust
Texas
$6.15K
FC
1693
Financial Consulate
Maryland
$6.04K
ACM
1694
Accent Capital Management
Ohio
$5.92K
JSAM
1695
J. Safra Asset Management
New York
$5.8K
CFG
1696
Clayton Financial Group
Missouri
$5.46K
KFI
1697
Key Financial Inc
Pennsylvania
$5.46K
AP
1698
Aspect Partners
Virginia
$5.34K
PWA
1699
Principia Wealth Advisory
Texas
$5.11K
WW
1700
Winnow Wealth
Texas
$5.03K