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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
CF
851
Centaurus Financial
California
$849K
HFM
852
Harvest Fund Management
China
$848K
LFA
853
Legacy Financial Advisors
Kentucky
$844K
RAM
854
Redmond Asset Management
Virginia
$835K
WPC
855
Wedmont Private Capital
Pennsylvania
$834K
ET
856
Entropy Technologies
New York
$833K
CAM
857
Congress Asset Management
Massachusetts
$832K
DO
858
denkapparat Operations
Germany
$829K
IG
859
ING Group
Netherlands
$826K
TL
860
Tradewinds LLC
North Carolina
$826K
NWWA
861
New Wave Wealth Advisors
Arkansas
$823K
EB
862
Exchange Bank
California
$823K
CCM
863
Chilton Capital Management
Texas
$822K
VFA
864
Valeo Financial Advisors
Indiana
$821K
SFM
865
Signet Financial Management
New Jersey
$820K
WDC
866
Woodward Diversified Capital
California
$817K
BW
867
Basepoint Wealth
Iowa
$816K
LGA
868
Lebenthal Global Advisors
New York
$815K
PTC
869
Private Trust Company
Ohio
$815K
GS
870
GTS Securities
New York
$814K
TCA
871
Transcend Capital Advisors
New Jersey
$809K
OFG
872
Oxford Financial Group
Indiana
$803K
AUB
873
Atlantic Union Bankshares
Virginia
$800K
EW
874
Elyxium Wealth
California
$798K
LWM
875
Lionshead Wealth Management
New York
$794K