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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$38.8M
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$38.3M
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$38.2M
Asset Management One
154
Asset Management One
Japan
$38.2M
HW
155
Hancock Whitney
Mississippi
$37.5M
Citadel Advisors
156
Citadel Advisors
Florida
$37.4M
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$36.5M
CS
158
Cannell & Spears
New York
$36.2M
APG Asset Management
159
APG Asset Management
Netherlands
$35.9M
SO
160
STRS Ohio
Ohio
$35.7M
TRSOTSOK
161
Teachers Retirement System of the State of Kentucky
Kentucky
$35.5M
Stifel Financial
162
Stifel Financial
Missouri
$34.6M
Treasurer of the State of North Carolina
163
Treasurer of the State of North Carolina
North Carolina
$33.9M
Macquarie Group
164
Macquarie Group
Australia
$33.6M
CI
165
Conning Inc
Connecticut
$33.5M
ETC
166
Exchange Traded Concepts
Oklahoma
$33.4M
MAM
167
Meeder Asset Management
Ohio
$33.3M
DAM
168
Delta Asset Management
Tennessee
$33.1M
IP
169
Interval Partners
New York
$33M
MSV
170
MN Services Vermogensbeheer
Netherlands
$32.5M
MML Investors Services
171
MML Investors Services
Massachusetts
$32.1M
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$31.5M
AssetMark Inc
173
AssetMark Inc
California
$31.3M
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$31M
Vontobel Holding
175
Vontobel Holding
Switzerland
$30.7M