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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
WF
926
Warner Financial
Maryland
$657K
TC
927
TwinBeech Capital
New York
$654K
IA
928
IFG Advisors
Missouri
$654K
AWM
929
Avior Wealth Management
Nebraska
$650K
GCA
930
Gradient Capital Advisors
California
$650K
BFA
931
Bill Few Associates
Pennsylvania
$647K
MPI
932
Mairs & Power Inc
Minnesota
$642K
IWA
933
IVC Wealth Advisors
Pennsylvania
$640K
MWS
934
MFA Wealth Services
California
$636K
GCG
935
Gilbert Capital Group
Maine
$631K
RCA
936
Resonant Capital Advisors
Wisconsin
$626K
SWM
937
SeaCrest Wealth Management
New York
$626K
RL
938
Rogco LP
Oklahoma
$625K
FBC
939
Fairfield, Bush & Co
Connecticut
$624K
MCC
940
Money Concepts Capital
Florida
$622K
LJAC
941
L.J. Altfest & Co
New York
$616K
RDWM
942
Red Door Wealth Management
Tennessee
$612K
SFWA
943
Summit Financial Wealth Advisors
Louisiana
$609K
BTI
944
Blue Trust Inc
Georgia
$606K
BAM
945
Berkshire Asset Management
Pennsylvania
$601K
CPIA
946
Cornell Pochily Investment Advisors
New York
$601K
FDP
947
Financiere des Professionnels
Quebec, Canada
$600K
NICM
948
Neo Ivy Capital Management
New York
$600K
PTC
949
Philadelphia Trust Company
Pennsylvania
$599K
SIM
950
Stratos Investment Management
Ohio
$597K