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