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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
PCA
751
Pallas Capital Advisors
Massachusetts
$1.17M
CRI
752
Commonwealth Retirement Investments
Virginia
$1.16M
JAG
753
Journey Advisory Group
Kentucky
$1.16M
WLG
754
Williamson Legacy Group
Indiana
$1.16M
TE
755
Tema ETFs
New York
$1.16M
AIM
756
Aspen Investment Management
Michigan
$1.15M
GWM
757
Geneos Wealth Management
Colorado
$1.15M
AA
758
Advisory Alpha
Michigan
$1.15M
MFIM
759
Mesirow Financial Investment Management
Illinois
$1.15M
HSA
760
Hussman Strategic Advisors
Maryland
$1.14M
BRWA
761
B. Riley Wealth Advisors
Florida
$1.14M
NB
762
NBT Bank
New York
$1.13M
CW
763
CreativeOne Wealth
Kansas
$1.12M
SIA
764
SkyView Investment Advisors
New Jersey
$1.12M
SFI
765
Siemens Fonds Invest
Germany
$1.12M
LWAM
766
Legacy Wealth Asset Management
Minnesota
$1.12M
LA
767
LVW Advisors
New York
$1.11M
GWMR
768
GC Wealth Management RIA
Massachusetts
$1.11M
BCM
769
Bayesian Capital Management
New York
$1.11M
YIM
770
Yoffe Investment Management
Pennsylvania
$1.11M
WWM
771
Western Wealth Management
Colorado
$1.1M
WTC
772
WhitTier Trust Company
Nevada
$1.09M
SC
773
Syon Capital
California
$1.09M
VDI
774
Vaughan David Investments
Illinois
$1.09M
HWMO
775
Heritage Wealth Management (Ohio)
Ohio
$1.09M