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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
SGI
626
Summit Global Investments
Utah
$1.85M
WG
627
Welch Group
Alabama
$1.85M
FFO
628
Fiduciary Family Office
Florida
$1.84M
GC
629
Guggenheim Capital
Illinois
$1.84M
MOS
630
MGO One Seven
Ohio
$1.84M
LB
631
Legacy Bridge
Iowa
$1.83M
PWP
632
Principle Wealth Partners
Connecticut
$1.83M
APC
633
Aspire Private Capital
North Carolina
$1.82M
LA
634
LBP AM
France
$1.82M
FNT
635
First National Trust
Pennsylvania
$1.81M
TAM
636
Tocqueville Asset Management
New York
$1.81M
JWCA
637
J.W. Cole Advisors
Florida
$1.81M
BCWM
638
Bartlett & Co Wealth Management
Ohio
$1.81M
MIM
639
MTM Investment Management
South Carolina
$1.79M
GIA
640
Gateway Investment Advisers
Ohio
$1.79M
VHAM
641
Van Hulzen Asset Management
California
$1.78M
LCM
642
Logan Capital Management
Pennsylvania
$1.78M
IIA
643
IPG Investment Advisors
California
$1.77M
CI
644
Cherokee Insurance
Michigan
$1.77M
BPA
645
Beacon Pointe Advisors
California
$1.77M
UFF
646
USA Financial Formulas
Michigan
$1.76M
FIC
647
FCG Investment Company
Tennessee
$1.75M
SCTC
648
Sanibel Captiva Trust Company
Florida
$1.75M
KFC
649
Klingenstein Fields & Co
New York
$1.73M
CAM
650
Columbia Asset Management
Michigan
$1.71M