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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
RWP
701
RWA Wealth Partners
Massachusetts
$1.42M
CLA
702
Carnegie Lake Advisors
New Jersey
$1.4M
VRM
703
Vectors Research Management
New York
$1.4M
VA
704
Valmark Advisers
Ohio
$1.4M
BMCM
705
Bryn Mawr Capital Management
Pennsylvania
$1.4M
FB
706
Fulton Bank
Pennsylvania
$1.39M
HAIM
707
Hunter Associates Investment Management
Pennsylvania
$1.39M
JCM
708
Jacobi Capital Management
Pennsylvania
$1.39M
Capital Fund Management (CFM)
709
Capital Fund Management (CFM)
France
$1.38M
WA
710
WealthTrust Axiom
Pennsylvania
$1.38M
BCM
711
Brookstone Capital Management
Illinois
$1.38M
MWM
712
Meridian Wealth Management
Kentucky
$1.38M
SC
713
Stance Capital
Massachusetts
$1.37M
FRA
714
Frank Rimerman Advisors
California
$1.37M
AWAP
715
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.36M
GCIA
716
Gabelli & Co Investment Advisers
New York
$1.36M
CWA
717
Crux Wealth Advisors
California
$1.33M
MCM
718
Mainstay Capital Management
Michigan
$1.32M
AFG
719
Allegheny Financial Group
Pennsylvania
$1.32M
OAM
720
Ostrum Asset Management
France
$1.31M
FCP
721
Fidelis Capital Partners
Florida
$1.31M
HKAM
722
Horizon Kinetics Asset Management
New York
$1.3M
C
723
Certuity
Florida
$1.3M
1IA
724
1834 Investment Advisors
Wisconsin
$1.29M
SCA
725
Snowden Capital Advisors
New York
$1.29M