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Bank of New York Mellon

1,635 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: 1,5461,635 (+89)

0.45% less ownership

Funds ownership: 83.51%83.05% (-0.45%)

4% less repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 591

Holders
1,635
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
SMFG
576
Sumitomo Mitsui Financial Group
Japan
$2.27M
WA
577
Waverly Advisors
Alabama
$2.27M
PCM
578
Permanent Capital Management
Illinois
$2.26M
TFS
579
Thoroughbred Financial Services
Tennessee
$2.26M
MSA
580
MUFG Securities Americas
New York
$2.24M
FTWA
581
Fifth Third Wealth Advisors
Ohio
$2.23M
MIA
582
MainStreet Investment Advisors
Illinois
$2.23M
QCG
583
Quadrant Capital Group
Ohio
$2.22M
GF
584
Gries Financial
Ohio
$2.21M
MAA
585
Mraz Amerine & Associates
California
$2.21M
JF
586
Jump Financial
Illinois
$2.2M
VT
587
Vise Technologies
New York
$2.2M
GGA
588
Granite Group Advisors
Connecticut
$2.19M
GI
589
GAMMA Investing
California
$2.17M
Nomura Holdings
590
Nomura Holdings
Japan
$2.13M
Bessemer Group
591
Bessemer Group
New Jersey
$2.11M
SRA
592
Secured Retirement Advisors
Minnesota
$2.1M
VCA
593
Verdence Capital Advisors
Maryland
$2.09M
RIL
594
Rothschild Investment LLC
Illinois
$2.08M
BP
595
Ballentine Partners
Massachusetts
$2.07M
AIM
596
Anchor Investment Management
South Carolina
$2.06M
GFA
597
Gifford Fong Associates
California
$2.06M
EIA
598
Edgemoor Investment Advisors
Maryland
$2.04M
MLM
599
Mount Lucas Management
Pennsylvania
$2.04M
SAG
600
SageView Advisory Group
California
$2.04M