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Bank of New York Mellon

1,614 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 205 funds opening new positions, 565 increasing their positions, 582 reducing their positions, and 96 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: 1,5421,614 (+72)

0.46% less ownership

Funds ownership: 83.45%82.99% (-0.46%)

3% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 582

Holders
1,614
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
TIAA Trust, National Association
526
TIAA Trust, National Association
North Carolina
$2.78M
CCA
527
Cobblestone Capital Advisors
New York
$2.74M
GGS
528
Galvin Gaustad & Stein
Arizona
$2.72M
BMO
529
Beck Mack & Oliver
New York
$2.7M
OIA
530
OneDigital Investment Advisors
Kansas
$2.7M
FWCM
531
Ferguson Wellman Capital Management
Oregon
$2.7M
DCM
532
Davis Capital Management
Florida
$2.67M
STA
533
Summit Trail Advisors
New York
$2.65M
CA
534
Commerzbank Aktiengesellschaft
Germany
$2.64M
AWM
535
Axxcess Wealth Management
California
$2.63M
ECM
536
Evergreen Capital Management
Washington
$2.63M
CAM
537
Carret Asset Management
New York
$2.62M
PPWP
538
Premier Path Wealth Partners
New Jersey
$2.61M
HFA
539
Hutchinson Financial Advisors
Virginia
$2.61M
DAS
540
Dynamic Advisor Solutions
Arizona
$2.6M
CCM
541
Coldstream Capital Management
Washington
$2.6M
NP
542
Nilsine Partners
Colorado
$2.59M
SWP
543
Stratos Wealth Partners
Ohio
$2.56M
TMAM
544
Tokio Marine Asset Management
Japan
$2.56M
PCM
545
Polymer Capital Management
New York
$2.55M
LOIP
546
Live Oak Investment Partners
Texas
$2.5M
VNA
547
Valley National Advisers
Pennsylvania
$2.5M
AC
548
Arjuna Capital
North Carolina
$2.5M
BFG
549
Bleakley Financial Group
New Jersey
$2.49M
SC
550
Searle & Co
Connecticut
$2.49M