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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
SBFM
826
S-Bank Fund Management
Finland
$932K
SA
827
Sovran Advisors
California
$930K
HIA
828
Harbor Investment Advisory
Maryland
$928K
PWM
829
Perigon Wealth Management
California
$927K
DADC
830
D.A. Davidson & Co
Montana
$927K
QI
831
Qtron Investments
Massachusetts
$925K
SFS
832
Summit Financial Strategies
Ohio
$924K
JWM
833
Jeppson Wealth Management
California
$922K
SWP
834
Sagespring Wealth Partners
Tennessee
$920K
SFS
835
Sowell Financial Services
Arkansas
$919K
TAM
836
Trust Asset Management
Texas
$914K
RCM
837
RB Capital Management
Nevada
$913K
TCPW
838
Twin City Private Wealth
North Carolina
$911K
IC
839
Inscription Capital
Texas
$907K
NFG
840
Nations Financial Group
Iowa
$906K
MYIA
841
Mount Yale Investment Advisors
Colorado
$902K
SAM
842
Sompo Asset Management
Japan
$900K
MSWM
843
McGlone Suttner Wealth Management
Wisconsin
$887K
WQ
844
Wealth Quarterback
New Jersey
$887K
KCM
845
Kathmere Capital Management
Pennsylvania
$886K
P
846
Pitcairn
Pennsylvania
$881K
MCM
847
Manchester Capital Management
Vermont
$870K
RIA
848
Realta Investment Advisors
Delaware
$866K
CSC
849
Caldwell Sutter Capital
California
$865K
BIG
850
Builder Investment Group
Georgia
$862K