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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
HBT
801
Heartland Bank & Trust
Illinois
$980K
RC
802
Rexford Capital
Texas
$978K
SAM
803
Strategy Asset Managers
California
$973K
NS
804
NBC Securities
Alabama
$973K
FLPIM
805
F.L. Putnam Investment Management
Massachusetts
$970K
PBK
806
Peoples Bank (Kansas)
Kansas
$969K
FNFDCM
807
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$968K
ACM
808
Aster Capital Management
United Arab Emirates
$964K
CNBT
809
Canandaigua National Bank & Trust
New York
$963K
TFA
810
Transamerica Financial Advisors
Florida
$963K
BDL
811
Banque de Luxembourg
Luxembourg
$961K
LAM
812
Lountzis Asset Management
Pennsylvania
$959K
FPL
813
Fortress Private Ledger
North Carolina
$951K
MK
814
MASTERINVEST Kapitalanlage
$947K
TTWM
815
TCV Trust & Wealth Management
Virginia
$946K
BWP
816
BSW Wealth Partners
Colorado
$946K
SS
817
Sunbelt Securities
Texas
$941K
CIC
818
Crawford Investment Counsel
Georgia
$939K
SBFM
819
S-Bank Fund Management
Finland
$932K
SA
820
Sovran Advisors
California
$930K
HIA
821
Harbor Investment Advisory
Maryland
$928K
PWM
822
Perigon Wealth Management
California
$927K
DADC
823
D.A. Davidson & Co
Montana
$927K
QI
824
Qtron Investments
Massachusetts
$925K
SFS
825
Summit Financial Strategies
Ohio
$924K