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
TFG
1701
Team Financial Group
California
$4.92K
IPS
1702
Investors Portfolio Services
Washington
$4.6K
B
1703
Birchbrook
Maine
$4.3K
API
1704
Asset Planning Inc
California
$4.29K
IAS
1705
IMA Advisory Services
Colorado
$4.29K
LWMI
1706
Legacy Wealth Management (Idaho)
Idaho
$4.18K
CCMI
1707
Creative Capital Management Investments
California
$4.18K
VWM
1708
Vermillion Wealth Management
Minnesota
$4.18K
1CP
1709
1015 Capital Partners
Pennsylvania
$3.71K
GSWM
1710
Golden State Wealth Management
California
$3.5K
LA
1711
LM Advisors
California
$3.49K
SFAM
1712
Sawyer Falduto Asset Management
Illinois
$3.37K
PAI
1713
Pittenger & Anderson Inc
Nebraska
$3.25K
FNWA
1714
Financial Network Wealth Advisors
Utah
$3.02K
MWM
1715
Mascoma Wealth Management
New Hampshire
$3.02K
KA
1716
Kozak & Associates
Colorado
$3.01K
MNA
1717
Manning & Napier Advisors
New York
$2.92K
W
1718
WealthCollab
Washington
$2.9K
SA
1719
Scarborough Advisors
Maryland
$2.87K
HIA
1720
HFM Investment Advisors
New Jersey
$2.79K
NL
1721
NVWM LLC
Pennsylvania
$2.79K
WA
1722
WestEnd Advisors
North Carolina
$2.55K
P
1723
Palladiem
Pennsylvania
$2.44K
GAMC
1724
Garner Asset Management Corp
Texas
$2.42K
AG
1725
AmeriFlex Group
Nevada
$2.32K