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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
QC
651
Quantessence Capital
New York
$1.71M
MWM
652
Mission Wealth Management
California
$1.68M
AWA
653
Aaron Wealth Advisors
Illinois
$1.68M
WAM
654
Weiss Asset Management
Massachusetts
$1.67M
AG
655
Ascent Group
Virginia
$1.67M
EPW
656
Endeavor Private Wealth
Kansas
$1.67M
LCM
657
Landscape Capital Management
New Jersey
$1.67M
WBWA
658
William B. Walkup & Associates
South Carolina
$1.66M
SLI
659
Sumitomo Life Insurance
Japan
$1.66M
I
660
InceptionR
California
$1.66M
WS
661
Wedbush Securities
California
$1.65M
CWS
662
Confluence Wealth Services
Pennsylvania
$1.65M
MYAM
663
Meiji Yasuda Asset Management
Japan
$1.64M
HCMT
664
Highland Capital Management (Tennessee)
Tennessee
$1.64M
SAM
665
Shell Asset Management
Netherlands
$1.63M
VA
666
VestGen Advisors
Illinois
$1.63M
MNBTD
667
Moody National Bank Trust Division
Texas
$1.62M
RPC
668
Rossmore Private Capital
Connecticut
$1.61M
SC
669
SouthState Corp
Florida
$1.59M
RFC
670
Regions Financial Corp
Alabama
$1.58M
CC
671
Courier Capital
New York
$1.57M
S
672
SignatureFD
Georgia
$1.57M
WT
673
Whittier Trust
California
$1.56M
PHS
674
Pekin Hardy Strauss
Illinois
$1.55M
PNC
675
Park National Corp
Ohio
$1.55M