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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
JWM
826
Jeppson Wealth Management
California
$922K
SWP
827
Sagespring Wealth Partners
Tennessee
$920K
SFS
828
Sowell Financial Services
Arkansas
$919K
TAM
829
Trust Asset Management
Texas
$914K
RCM
830
RB Capital Management
Nevada
$913K
TCPW
831
Twin City Private Wealth
North Carolina
$911K
IC
832
Inscription Capital
Texas
$907K
NFG
833
Nations Financial Group
Iowa
$906K
MYIA
834
Mount Yale Investment Advisors
Colorado
$902K
SAM
835
Sompo Asset Management
Japan
$900K
MSWM
836
McGlone Suttner Wealth Management
Wisconsin
$887K
WQ
837
Wealth Quarterback
New Jersey
$887K
KCM
838
Kathmere Capital Management
Pennsylvania
$886K
P
839
Pitcairn
Pennsylvania
$881K
MCM
840
Manchester Capital Management
Vermont
$870K
RIA
841
Realta Investment Advisors
Delaware
$866K
CSC
842
Caldwell Sutter Capital
California
$865K
BIG
843
Builder Investment Group
Georgia
$862K
BLC
844
Brown, Lisle/Cummings
Rhode Island
$861K
FFS
845
Founders Financial Securities
Maryland
$859K
HI
846
Hendershot Investments
Virginia
$858K
PWPS
847
Pinnacle Wealth Planning Services
Ohio
$853K
CF
848
Centaurus Financial
California
$849K
HFM
849
Harvest Fund Management
China
$848K
LFA
850
Legacy Financial Advisors
Kentucky
$844K