BK icon

Bank of New York Mellon

1,634 hedge funds and large institutions have $63.8B invested in Bank of New York Mellon in 2025 Q3 according to their latest regulatory filings, with 206 funds opening new positions, 570 increasing their positions, 591 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

6% more funds holding

Funds holding: 1,5451,634 (+89)

0.45% less ownership

Funds ownership: 83.51%83.06% (-0.45%)

4% less repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 591

Holders
1,634
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$358M
Puts
$325M
Net Calls
Net Calls Change

Top Buyers

1 +$624M
2 +$213M
3 +$213M
4
Ameriprise
Ameriprise
Minnesota
+$208M
5
JP Morgan Chase
JP Morgan Chase
New York
+$111M

Top Sellers

1 -$283M
2 -$229M
3 -$156M
4
N
Nuveen
North Carolina
-$155M
5
Harris Associates
Harris Associates
Illinois
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
426
Alpha Omega Wealth Management
Virginia
$4.17M
Nisa Investment Advisors
427
Nisa Investment Advisors
Missouri
$4.16M
TSS
428
Two Sigma Securities
New York
$4.09M
AWCI
429
Alpine Woods Capital Investors
New York
$4.08M
LSERS
430
Louisiana State Employees Retirement System
Louisiana
$4.03M
Lido Advisors
431
Lido Advisors
California
$4.03M
GLA
432
Great Lakes Advisors
Illinois
$4.02M
DT
433
Diversified Trust
Tennessee
$4.01M
MC
434
Moors & Cabot
Massachusetts
$4.01M
FM
435
Family Management
New York
$3.99M
GIBU
436
Gulf International Bank (UK)
United Kingdom
$3.95M
IWC
437
Integrated Wealth Concepts
Massachusetts
$3.95M
IGAM
438
iA Global Asset Management
Quebec, Canada
$3.93M
XT
439
XTX Topco
Cayman Islands
$3.92M
B
440
Bailard
California
$3.91M
SCM
441
SCS Capital Management
Massachusetts
$3.9M
HWM
442
HB Wealth Management
Georgia
$3.9M
MCWS
443
McKinley Carter Wealth Services
West Virginia
$3.9M
PIM
444
Plato Investment Management
Australia
$3.87M
MSRPS
445
Maryland State Retirement & Pension System
Maryland
$3.84M
GC
446
Grimes & Company
Massachusetts
$3.83M
AGC
447
Aspen Grove Capital
Colorado
$3.79M
PGFC
448
Peapack-Gladstone Financial Corp
New Jersey
$3.79M
FWP
449
Falcon Wealth Planning
California
$3.79M
ClearBridge Investments
450
ClearBridge Investments
New York
$3.78M