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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
IWM
676
IHT Wealth Management
Illinois
$1.55M
BOTPPF
677
Board of the Pension Protection Fund
United Kingdom
$1.54M
VI
678
Vestcor Inc
New Brunswick, Canada
$1.53M
FPAS
679
Focus Partners Advisor Solutions
Missouri
$1.52M
SF
680
Synovus Financial
Georgia
$1.52M
BL
681
BFSG LLC
California
$1.52M
SI
682
Stephens Inc
Arkansas
$1.51M
BAM
683
BOCHK Asset Management
Hong Kong
$1.51M
FT
684
Fiduciary Trust
Massachusetts
$1.51M
MCM
685
Maltese Capital Management
New York
$1.49M
PCM
686
Parsons Capital Management
Rhode Island
$1.49M
BFO
687
Boston Family Office
Massachusetts
$1.48M
CA
688
Cornerstone Advisors
North Carolina
$1.48M
IAA
689
Independent Advisor Alliance
North Carolina
$1.48M
MSE
690
MUFG Securities EMEA
United Kingdom
$1.47M
RAM
691
Ramirez Asset Management
New York
$1.47M
PA
692
Parallel Advisors
California
$1.47M
RWA
693
Redhawk Wealth Advisors
Minnesota
$1.45M
WAM
694
WealthTrust Asset Management
Florida
$1.44M
CSC
695
Cove Street Capital
California
$1.44M
MWP
696
Meriwether Wealth & Planning
Louisiana
$1.44M
CFB
697
Cullen/Frost Bankers
Texas
$1.44M
AIA
698
Affinity Investment Advisors
California
$1.43M
RWP
699
RWA Wealth Partners
Massachusetts
$1.42M
CLA
700
Carnegie Lake Advisors
New Jersey
$1.4M