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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
WSFS
626
Wilmington Savings Fund Society
Delaware
$1.86M
SGI
627
Summit Global Investments
Utah
$1.85M
WG
628
Welch Group
Alabama
$1.85M
FFO
629
Fiduciary Family Office
Florida
$1.84M
GC
630
Guggenheim Capital
Illinois
$1.84M
MOS
631
MGO One Seven
Ohio
$1.84M
LB
632
Legacy Bridge
Iowa
$1.83M
PWP
633
Principle Wealth Partners
Connecticut
$1.83M
APC
634
Aspire Private Capital
North Carolina
$1.82M
LA
635
LBP AM
France
$1.82M
FNT
636
First National Trust
Pennsylvania
$1.81M
TAM
637
Tocqueville Asset Management
New York
$1.81M
JWCA
638
J.W. Cole Advisors
Florida
$1.81M
BCWM
639
Bartlett & Co Wealth Management
Ohio
$1.81M
MIM
640
MTM Investment Management
South Carolina
$1.79M
GIA
641
Gateway Investment Advisers
Ohio
$1.79M
VHAM
642
Van Hulzen Asset Management
California
$1.78M
LCM
643
Logan Capital Management
Pennsylvania
$1.78M
IIA
644
IPG Investment Advisors
California
$1.77M
CI
645
Cherokee Insurance
Michigan
$1.77M
BPA
646
Beacon Pointe Advisors
California
$1.77M
UFF
647
USA Financial Formulas
Michigan
$1.76M
FIC
648
FCG Investment Company
Tennessee
$1.75M
SCTC
649
Sanibel Captiva Trust Company
Florida
$1.75M
KFC
650
Klingenstein Fields & Co
New York
$1.73M