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
VBA
1801
von Borstel & Associates
Oregon
HWA
1802
Heartwood Wealth Advisors
Virginia
CWM
1803
Crowley Wealth Management
Delaware
TIM
1804
Tortoise Investment Management
New York
JFGIW
1805
Johnson Financial Group Inc (Wisconsin)
Wisconsin
DSC
1806
Duncker Streett & Co
Missouri
TCM
1807
TruNorth Capital Management
Michigan
JWM
1808
JPL Wealth Management
Colorado
RA
1809
Rise Advisors
New York
ABWM
1810
Alpine Bank Wealth Management
Colorado
SIC
1811
Salem Investment Counselors
North Carolina
NC
1812
North Capital
Utah
CCM
1813
Cloud Capital Management
Washington
FUBT
1814
First United Bank & Trust
Maryland
APW
1815
Atlantic Private Wealth
North Carolina
FGAM
1816
Financial Gravity Asset Management
Texas
RWA
1817
Redmont Wealth Advisors
Illinois
GFWA
1818
Grey Fox Wealth Advisors
Delaware
HHGA
1819
Halbert Hargrove Global Advisors
California
PAM
1820
Palisade Asset Management
Minnesota
CAC
1821
Core Alternative Capital
Georgia
TCA
1822
Trifecta Capital Advisors
Illinois
CIM
1823
Contravisory Investment Management
Massachusetts
CA
1824
Centerpoint Advisors
Massachusetts
HC
1825
Hurley Capital
New York