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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
WIC
601
Wilkins Investment Counsel
Massachusetts
$2.03M
KRSITF
602
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.02M
BHPW
603
Beverly Hills Private Wealth
California
$2.01M
SA
604
Sunesis Advisors
Kansas
$2.01M
KWM
605
Kingsview Wealth Management
Oregon
$2.01M
SFG
606
SNS Financial Group
Minnesota
$1.99M
VIA
607
Virtus Investment Advisers
Connecticut
$1.98M
VFA
608
Voya Financial Advisors
Connecticut
$1.98M
BEI
609
Benjamin Edwards Inc
Missouri
$1.97M
FPWM
610
FSB Premier Wealth Management
Iowa
$1.97M
DLHL
611
Donald L. Hagan LLC
Florida
$1.96M
LBC
612
Lowe Brockenbrough & Co
Virginia
$1.96M
CA
613
CoreCap Advisors
Michigan
$1.96M
WWA
614
WCG Wealth Advisors
Nevada
$1.96M
CPC
615
Consolidated Planning Corp
Georgia
$1.95M
ACS
616
Archford Capital Strategies
Illinois
$1.93M
PD
617
Point72 (DIFC)
United Arab Emirates
$1.92M
BWP
618
Baldwin Wealth Partners
Massachusetts
$1.92M
EFS
619
Essex Financial Services
Connecticut
$1.91M
BFG
620
Beacon Financial Group
Texas
$1.9M
ISL
621
Ingalls & Snyder LLC
New York
$1.86M
N
622
Natixis
France
$1.86M
WSFS
623
Wilmington Savings Fund Society
Delaware
$1.86M
SGI
624
Summit Global Investments
Utah
$1.85M
WG
625
Welch Group
Alabama
$1.85M