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