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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
FFO
626
Fiduciary Family Office
Florida
$1.84M
GC
627
Guggenheim Capital
Illinois
$1.84M
MOS
628
MGO One Seven
Ohio
$1.84M
LB
629
Legacy Bridge
Iowa
$1.83M
PWP
630
Principle Wealth Partners
Connecticut
$1.83M
APC
631
Aspire Private Capital
North Carolina
$1.82M
LA
632
LBP AM
France
$1.82M
FNT
633
First National Trust
Pennsylvania
$1.81M
TAM
634
Tocqueville Asset Management
New York
$1.81M
JWCA
635
J.W. Cole Advisors
Florida
$1.81M
BCWM
636
Bartlett & Co Wealth Management
Ohio
$1.81M
MIM
637
MTM Investment Management
South Carolina
$1.79M
GIA
638
Gateway Investment Advisers
Ohio
$1.79M
VHAM
639
Van Hulzen Asset Management
California
$1.78M
LCM
640
Logan Capital Management
Pennsylvania
$1.78M
IIA
641
IPG Investment Advisors
California
$1.77M
CI
642
Cherokee Insurance
Michigan
$1.77M
BPA
643
Beacon Pointe Advisors
California
$1.77M
UFF
644
USA Financial Formulas
Michigan
$1.76M
FIC
645
FCG Investment Company
Tennessee
$1.75M
SCTC
646
Sanibel Captiva Trust Company
Florida
$1.75M
KFC
647
Klingenstein Fields & Co
New York
$1.73M
CAM
648
Columbia Asset Management
Michigan
$1.71M
WANY
649
Wealthspire Advisors (New York)
New York
$1.71M
MCM
650
McRae Capital Management
New Jersey
$1.71M