BK icon

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
CCA
876
Checchi Capital Advisers
California
$788K
BWCS
877
Beirne Wealth Consulting Services
Connecticut
$780K
RWM
878
RKL Wealth Management
Pennsylvania
$770K
GLR
879
Great Lakes Retirement
Ohio
$769K
KFP
880
KMG Fiduciary Partners
Ohio
$768K
DAS
881
Diversify Advisory Services
Utah
$765K
SDAM
882
Shulman DeMeo Asset Management
New York
$764K
KFGK
883
Keystone Financial Group (Kentucky)
Kentucky
$763K
LCGC
884
Legacy Capital Group California
California
$761K
TPA
885
Trivium Point Advisory
Connecticut
$759K
CI
886
Cigna Investments
Connecticut
$759K
FNBT
887
FineMark National Bank & Trust
Florida
$758K
SIA
888
Strategic Investment Advisors
Michigan
$756K
Hudson Bay Capital Management
889
Hudson Bay Capital Management
Connecticut
$752K
AIP
890
Ameritas Investment Partners
Nebraska
$747K
OFG
891
OmniStar Financial Group
North Carolina
$745K
VCM
892
Versant Capital Management
Arizona
$743K
AWM
893
Accurate Wealth Management
Florida
$742K
EGM
894
Engineers Gate Manager
New York
$742K
SAM
895
Smartleaf Asset Management
Massachusetts
$735K
FFA
896
First Foundation Advisors
California
$735K
PCP
897
Perbak Capital Partners
United Kingdom
$735K
BMC
898
Benin Management Corp
Connecticut
$732K
ACM
899
Argent Capital Management
Missouri
$730K
RA
900
Ransom Advisory
Rhode Island
$729K