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