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Bank of New York Mellon

1,636 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, 571 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: 1,5471,636 (+89)

0.45% less ownership

Funds ownership: 83.52%83.07% (-0.45%)

3% less repeat investments, than reductions

Existing positions increased: 571 | Existing positions reduced: 591

Holders
1,636
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
CFB
701
Cullen/Frost Bankers
Texas
$1.44M
AIA
702
Affinity Investment Advisors
California
$1.43M
RWP
703
RWA Wealth Partners
Massachusetts
$1.42M
CLA
704
Carnegie Lake Advisors
New Jersey
$1.4M
VRM
705
Vectors Research Management
New York
$1.4M
VA
706
Valmark Advisers
Ohio
$1.4M
BMCM
707
Bryn Mawr Capital Management
Pennsylvania
$1.4M
FB
708
Fulton Bank
Pennsylvania
$1.39M
HAIM
709
Hunter Associates Investment Management
Pennsylvania
$1.39M
JCM
710
Jacobi Capital Management
Pennsylvania
$1.39M
Capital Fund Management (CFM)
711
Capital Fund Management (CFM)
France
$1.38M
WA
712
WealthTrust Axiom
Pennsylvania
$1.38M
BCM
713
Brookstone Capital Management
Illinois
$1.38M
MWM
714
Meridian Wealth Management
Kentucky
$1.38M
SC
715
Stance Capital
Massachusetts
$1.37M
FRA
716
Frank Rimerman Advisors
California
$1.37M
AWAP
717
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.36M
GCIA
718
Gabelli & Co Investment Advisers
New York
$1.36M
CWA
719
Crux Wealth Advisors
California
$1.33M
MCM
720
Mainstay Capital Management
Michigan
$1.32M
AFG
721
Allegheny Financial Group
Pennsylvania
$1.32M
OAM
722
Ostrum Asset Management
France
$1.31M
FCP
723
Fidelis Capital Partners
Florida
$1.31M
HKAM
724
Horizon Kinetics Asset Management
New York
$1.3M
C
725
Certuity
Florida
$1.3M