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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
AP
1701
Aspect Partners
Virginia
$5.34K
PWA
1702
Principia Wealth Advisory
Texas
$5.11K
WW
1703
Winnow Wealth
Texas
$5.03K
TFG
1704
Team Financial Group
California
$4.92K
IPS
1705
Investors Portfolio Services
Washington
$4.6K
B
1706
Birchbrook
Maine
$4.3K
API
1707
Asset Planning Inc
California
$4.29K
IAS
1708
IMA Advisory Services
Colorado
$4.29K
LWMI
1709
Legacy Wealth Management (Idaho)
Idaho
$4.18K
CCMI
1710
Creative Capital Management Investments
California
$4.18K
VWM
1711
Vermillion Wealth Management
Minnesota
$4.18K
1CP
1712
1015 Capital Partners
Pennsylvania
$3.71K
GSWM
1713
Golden State Wealth Management
California
$3.5K
LA
1714
LM Advisors
California
$3.49K
SFAM
1715
Sawyer Falduto Asset Management
Illinois
$3.37K
PAI
1716
Pittenger & Anderson Inc
Nebraska
$3.25K
FNWA
1717
Financial Network Wealth Advisors
Utah
$3.02K
MWM
1718
Mascoma Wealth Management
New Hampshire
$3.02K
KA
1719
Kozak & Associates
Colorado
$3.01K
MNA
1720
Manning & Napier Advisors
New York
$2.92K
W
1721
WealthCollab
Washington
$2.9K
SA
1722
Scarborough Advisors
Maryland
$2.87K
HIA
1723
HFM Investment Advisors
New Jersey
$2.79K
NL
1724
NVWM LLC
Pennsylvania
$2.79K
WA
1725
WestEnd Advisors
North Carolina
$2.55K