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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
GDP
526
Great Diamond Partners
Maine
$2.8M
PS
527
Principal Securities
Iowa
$2.79M
CIA
528
Concurrent Investment Advisors
Florida
$2.79M
TIAA Trust, National Association
529
TIAA Trust, National Association
North Carolina
$2.78M
CCA
530
Cobblestone Capital Advisors
New York
$2.74M
GGS
531
Galvin Gaustad & Stein
Arizona
$2.72M
BMO
532
Beck Mack & Oliver
New York
$2.7M
OIA
533
OneDigital Investment Advisors
Kansas
$2.7M
FWCM
534
Ferguson Wellman Capital Management
Oregon
$2.7M
DCM
535
Davis Capital Management
Florida
$2.67M
STA
536
Summit Trail Advisors
New York
$2.65M
CA
537
Commerzbank Aktiengesellschaft
Germany
$2.64M
AWM
538
Axxcess Wealth Management
California
$2.63M
ECM
539
Evergreen Capital Management
Washington
$2.63M
CAM
540
Carret Asset Management
New York
$2.62M
PPWP
541
Premier Path Wealth Partners
New Jersey
$2.61M
HFA
542
Hutchinson Financial Advisors
Virginia
$2.61M
DAS
543
Dynamic Advisor Solutions
Arizona
$2.6M
CCM
544
Coldstream Capital Management
Washington
$2.6M
NP
545
Nilsine Partners
Colorado
$2.59M
SWP
546
Stratos Wealth Partners
Ohio
$2.56M
TMAM
547
Tokio Marine Asset Management
Japan
$2.56M
PCM
548
Polymer Capital Management
New York
$2.55M
LOIP
549
Live Oak Investment Partners
Texas
$2.5M
VNA
550
Valley National Advisers
Pennsylvania
$2.5M