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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
TSW
926
Thompson Siegel & Walmsley
Virginia
$672K
OAM
927
Oppenheimer Asset Management
New York
$672K
SWA
928
Sax Wealth Advisors
New Jersey
$672K
Connor, Clark & Lunn Investment Management (CC&L)
929
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$670K
WA
930
Westfuller Advisors
New York
$668K
WF
931
Warner Financial
Maryland
$657K
TC
932
TwinBeech Capital
New York
$654K
IA
933
IFG Advisors
Missouri
$654K
AWM
934
Avior Wealth Management
Nebraska
$650K
GCA
935
Gradient Capital Advisors
California
$650K
BFA
936
Bill Few Associates
Pennsylvania
$647K
MPI
937
Mairs & Power Inc
Minnesota
$642K
IWA
938
IVC Wealth Advisors
Pennsylvania
$640K
MWS
939
MFA Wealth Services
California
$636K
GCG
940
Gilbert Capital Group
Maine
$631K
RCA
941
Resonant Capital Advisors
Wisconsin
$626K
SWM
942
SeaCrest Wealth Management
New York
$626K
RL
943
Rogco LP
Oklahoma
$625K
FBC
944
Fairfield, Bush & Co
Connecticut
$624K
MCC
945
Money Concepts Capital
Florida
$622K
LJAC
946
L.J. Altfest & Co
New York
$616K
RDWM
947
Red Door Wealth Management
Tennessee
$612K
LSA
948
Leonteq Securities AG
Switzerland
$611K
SFWA
949
Summit Financial Wealth Advisors
Louisiana
$609K
BTI
950
Blue Trust Inc
Georgia
$606K