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Bank of New York Mellon

1,614 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 205 funds opening new positions, 565 increasing their positions, 582 reducing their positions, and 96 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: 1,5421,614 (+72)

0.46% less ownership

Funds ownership: 83.45%82.99% (-0.46%)

3% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 582

Holders
1,614
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
TPI
976
Trust Point Inc
Wisconsin
$554K
TFA
977
Tranquilli Financial Advisor
New Jersey
$552K
GIA
978
GHP Investment Advisors
Colorado
$550K
MWM
979
Modera Wealth Management
New Jersey
$548K
PCM
980
Penserra Capital Management
California
$548K
SA
981
Sicart Associates
New York
$545K
CWA
982
CM Wealth Advisors
Ohio
$545K
Massachusetts Financial Services
983
Massachusetts Financial Services
Massachusetts
$541K
NG
984
Northstar Group
New York
$540K
AC
985
Avestar Capital
New York
$539K
GWANC
986
Guardian Wealth Advisors (North Carolina)
North Carolina
$539K
SIL
987
Severin Investments, LLC
Missouri
$537K
CPW
988
Cove Private Wealth
New York
$537K
EWA
989
EverSource Wealth Advisors
Alabama
$535K
SWM
990
Shepherd Wealth Management
Ohio
$535K
Two Sigma Advisers
991
Two Sigma Advisers
New York
$534K
BHWM
992
Bar Harbor Wealth Management
New Hampshire
$533K
CNBOF
993
City National Bank of Florida
Florida
$529K
AW
994
Alteri Wealth
California
$529K
IIM
995
Ironwood Investment Management
Massachusetts
$528K
DWT
996
Dorsey & Whitney Trust
South Dakota
$523K
NB
997
Northwest Bancshares
Pennsylvania
$521K
WBG
998
Wharton Business Group
Pennsylvania
$521K
JWA
999
JFS Wealth Advisors
Pennsylvania
$517K
AC
1000
Addison Capital
Pennsylvania
$517K