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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
JAG
751
Journey Advisory Group
Kentucky
$1.16M
WLG
752
Williamson Legacy Group
Indiana
$1.16M
TE
753
Tema ETFs
New York
$1.16M
AIM
754
Aspen Investment Management
Michigan
$1.15M
GWM
755
Geneos Wealth Management
Colorado
$1.15M
AA
756
Advisory Alpha
Michigan
$1.15M
MFIM
757
Mesirow Financial Investment Management
Illinois
$1.15M
HSA
758
Hussman Strategic Advisors
Maryland
$1.14M
BRWA
759
B. Riley Wealth Advisors
Florida
$1.14M
NB
760
NBT Bank
New York
$1.13M
CW
761
CreativeOne Wealth
Kansas
$1.12M
SFI
762
Siemens Fonds Invest
Germany
$1.12M
LWAM
763
Legacy Wealth Asset Management
Minnesota
$1.12M
LA
764
LVW Advisors
New York
$1.11M
GWMR
765
GC Wealth Management RIA
Massachusetts
$1.11M
BCM
766
Bayesian Capital Management
New York
$1.11M
YIM
767
Yoffe Investment Management
Pennsylvania
$1.11M
WWM
768
Western Wealth Management
Colorado
$1.1M
WTC
769
WhitTier Trust Company
Nevada
$1.09M
SC
770
Syon Capital
California
$1.09M
VDI
771
Vaughan David Investments
Illinois
$1.09M
HWMO
772
Heritage Wealth Management (Ohio)
Ohio
$1.09M
GAM
773
Groupama Asset Management
France
$1.08M
CFM
774
Catalyst Funds Management
Australia
$1.08M
HPC
775
HM Payson & Co
Maine
$1.08M