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
OC
1726
Optima Capital
Oregon
$2.32K
FMP
1727
Financial Management Professionals
Texas
$2.09K
ACA
1728
American Capital Advisory
Idaho
$2.09K
RCM
1729
Richardson Capital Management
Wisconsin
$2.09K
CFS
1730
CGC Financial Services
Oregon
$1.74K
QA
1731
Quattro Advisors
Pennsylvania
$1.3K
SHIM
1732
Stone House Investment Management
Pennsylvania
$1.28K
TPBG
1733
Turning Point Benefit Group
Maryland
$1.16K
SA
1734
Seneschal Advisors
Washington
$1.04K
RBC
1735
Roble Belko & Company
Pennsylvania
$1K
CIAM
1736
Caitong International Asset Management
Hong Kong
$929
CJ
1737
Caitlin John
Michigan
$697
EFMH
1738
E Fund Management (HK)
Hong Kong
$608
BIM
1739
Breakwater Investment Management
Washington
$581
ECA
1740
Elevated Capital Advisors
Utah
$580
AIM
1741
Arcadia Investment Management
Michigan
$465
LWM
1742
Lodestone Wealth Management
Washington
$464
MAFA
1743
MJT & Associates Financial Advisory
Minnesota
$349
TFA
1744
Toth Financial Advisory
Virginia
$233
MMCM
1745
Murphy & Mullick Capital Management
New York
$232
YDMI
1746
Y.D. More Investments
Israel
$183
DF
1747
DecisionPoint Financial
Arizona
$117
RS
1748
Rakuten Securities
Japan
$116
AIM
1749
Achmea Investment Management
Netherlands
EF
1750
Empowered Funds
Pennsylvania