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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
TCA
876
Transcend Capital Advisors
New Jersey
$809K
OFG
877
Oxford Financial Group
Indiana
$803K
AUB
878
Atlantic Union Bankshares
Virginia
$800K
EW
879
Elyxium Wealth
California
$798K
LWM
880
Lionshead Wealth Management
New York
$794K
CCA
881
Checchi Capital Advisers
California
$788K
BWCS
882
Beirne Wealth Consulting Services
Connecticut
$780K
RWM
883
RKL Wealth Management
Pennsylvania
$770K
GLR
884
Great Lakes Retirement
Ohio
$769K
KFP
885
KMG Fiduciary Partners
Ohio
$768K
DAS
886
Diversify Advisory Services
Utah
$765K
SDAM
887
Shulman DeMeo Asset Management
New York
$764K
KFGK
888
Keystone Financial Group (Kentucky)
Kentucky
$763K
LCGC
889
Legacy Capital Group California
California
$761K
TPA
890
Trivium Point Advisory
Connecticut
$759K
CI
891
Cigna Investments
Connecticut
$759K
FNBT
892
FineMark National Bank & Trust
Florida
$758K
SIA
893
Strategic Investment Advisors
Michigan
$756K
Hudson Bay Capital Management
894
Hudson Bay Capital Management
Connecticut
$752K
AIP
895
Ameritas Investment Partners
Nebraska
$747K
OFG
896
OmniStar Financial Group
North Carolina
$745K
VCM
897
Versant Capital Management
Arizona
$743K
AWM
898
Accurate Wealth Management
Florida
$742K
EGM
899
Engineers Gate Manager
New York
$742K
SAM
900
Smartleaf Asset Management
Massachusetts
$735K