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
P
1776
Pitcairn
Pennsylvania
ET
1777
Entropy Technologies
New York
Hudson Bay Capital Management
1778
Hudson Bay Capital Management
Connecticut
SRL
1779
Scientech Research LLC
New Jersey
HKIM
1780
Hayek Kallen Investment Management
Alabama
OAM
1781
Oppenheimer Asset Management
New York
NICM
1782
Neo Ivy Capital Management
New York
FC
1783
FORA Capital
Florida
CWA
1784
CM Wealth Advisors
Ohio
Two Sigma Advisers
1785
Two Sigma Advisers
New York
BIG
1786
Brookwood Investment Group
Arizona
DC
1787
Diametric Capital
Massachusetts
HVIA
1788
Hudson Valley Investment Advisors
New York
LAM
1789
Longboard Asset Management
Arizona
WRPWM
1790
Werba Rubin Papier Wealth Management
California
AP
1791
Americana Partners
Texas
LOAMU
1792
Lombard Odier Asset Management (USA)
New York
MSFS
1793
Main Street Financial Solutions
Pennsylvania
CWM
1794
Compass Wealth Management
Connecticut
CIA
1795
Choate Investment Advisors
Massachusetts
EMCIP
1796
Ewing Morris & Co Investment Partners
Ontario, Canada
CWM
1797
Capital Wealth Management
Rhode Island
VI
1798
Versor Investments
New York
FA
1799
Fiducient Advisors
Illinois
TIA
1800
Trust Investment Advisors
Indiana