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Bank of New York Mellon

1,621 hedge funds and large institutions have $63.7B invested in Bank of New York Mellon in 2025 Q3 according to their latest regulatory filings, with 203 funds opening new positions, 568 increasing their positions, 585 reducing their positions, and 98 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: $

5% more funds holding

Funds holding: 1,5441,621 (+77)

0.51% less ownership

Funds ownership: 83.52%83% (-0.51%)

3% less repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 585

Holders
1,621
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 +$667M
2 +$228M
3 +$227M
4
Ameriprise
Ameriprise
Minnesota
+$222M
5
JP Morgan Chase
JP Morgan Chase
New York
+$119M

Top Sellers

1 -$303M
2 -$245M
3 -$167M
4
N
Nuveen
North Carolina
-$165M
5
Harris Associates
Harris Associates
Illinois
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
501
Farmers & Merchants Trust Company
California
$3.1M
SW
502
SteelPeak Wealth
California
$3.06M
PFM
503
Patton Fund Management
Texas
$3.06M
PHK
504
Point72 Hong Kong
Hong Kong
$3.06M
TRCT
505
Tower Research Capital (TRC)
New York
$3.05M
FNBOO
506
First National Bank of Omaha
Nebraska
$3.04M
IPW
507
Inlet Private Wealth
Florida
$3.04M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
508
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.04M
GIA
509
Gladstone Institutional Advisory
Florida
$3.04M
GT
510
Greenleaf Trust
Michigan
$3.01M
CSP
511
Cary Street Partners
Virginia
$2.99M
BCI
512
Brinker Capital Investments
Pennsylvania
$2.94M
FCBT
513
First Citizens Bank & Trust
North Carolina
$2.94M
PAS
514
PKS Advisory Services
New York
$2.93M
SG Americas Securities
515
SG Americas Securities
New York
$2.92M
AWM
516
Apollon Wealth Management
South Carolina
$2.9M
EF
517
Empirical Finance
Pennsylvania
$2.89M
MFS
518
Mirabella Financial Services
United Kingdom
$2.87M
PCM
519
PAR Capital Management
Massachusetts
$2.87M
GFPC
520
Global Financial Private Client
Florida
$2.86M
CAM
521
Councilmark Asset Management
Tennessee
$2.85M
AC
522
Allstate Corporation
Illinois
$2.81M
AWP
523
Ascent Wealth Partners
New York
$2.81M
VWM
524
Vivid Wealth Management
Iowa
$2.8M
GDP
525
Great Diamond Partners
Maine
$2.8M