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Bank of New York Mellon

1,634 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, 570 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: 1,5451,634 (+89)

0.45% less ownership

Funds ownership: 83.51%83.06% (-0.45%)

4% less repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 591

Holders
1,634
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
AIM
976
Alhambra Investment Management
Florida
$569K
LRIA
977
Leonard Rickey Investment Advisors
Washington
$566K
MA
978
Mezzasalma Advisors
New Jersey
$563K
KA
979
Kovack Advisors
Florida
$563K
LFG
980
Larson Financial Group
Missouri
$558K
FMII
981
Farmers & Merchants Investments Inc
Nebraska
$557K
CAM
982
Cidel Asset Management
Ontario, Canada
$557K
SC
983
Sapient Capital
Indiana
$556K
TPI
984
Trust Point Inc
Wisconsin
$554K
TFA
985
Tranquilli Financial Advisor
New Jersey
$552K
GIA
986
GHP Investment Advisors
Colorado
$550K
MWM
987
Modera Wealth Management
New Jersey
$548K
PCM
988
Penserra Capital Management
California
$548K
SA
989
Sicart Associates
New York
$545K
CWA
990
CM Wealth Advisors
Ohio
$545K
Massachusetts Financial Services
991
Massachusetts Financial Services
Massachusetts
$541K
NG
992
Northstar Group
New York
$540K
AC
993
Avestar Capital
New York
$539K
GWANC
994
Guardian Wealth Advisors (North Carolina)
North Carolina
$539K
SI
995
Severin Investments
Missouri
$537K
CPW
996
Cove Private Wealth
New York
$537K
EWA
997
EverSource Wealth Advisors
Alabama
$535K
SWM
998
Shepherd Wealth Management
Ohio
$535K
Two Sigma Advisers
999
Two Sigma Advisers
New York
$534K
BHWM
1000
Bar Harbor Wealth Management
New Hampshire
$533K