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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
FMII
976
Farmers & Merchants Investments Inc
Nebraska
$557K
CAM
977
Cidel Asset Management
Ontario, Canada
$557K
SC
978
Sapient Capital
Indiana
$556K
TPI
979
Trust Point Inc
Wisconsin
$554K
TFA
980
Tranquilli Financial Advisor
New Jersey
$552K
GIA
981
GHP Investment Advisors
Colorado
$550K
MWM
982
Modera Wealth Management
New Jersey
$548K
PCM
983
Penserra Capital Management
California
$548K
CWA
984
CM Wealth Advisors
Ohio
$545K
SA
985
Sicart Associates
New York
$545K
Massachusetts Financial Services
986
Massachusetts Financial Services
Massachusetts
$541K
NG
987
Northstar Group
New York
$540K
AC
988
Avestar Capital
New York
$539K
GWANC
989
Guardian Wealth Advisors (North Carolina)
North Carolina
$539K
SI
990
Severin Investments
Missouri
$537K
CPW
991
Cove Private Wealth
New York
$537K
EWA
992
EverSource Wealth Advisors
Alabama
$535K
SWM
993
Shepherd Wealth Management
Ohio
$535K
Two Sigma Advisers
994
Two Sigma Advisers
New York
$534K
BHWM
995
Bar Harbor Wealth Management
New Hampshire
$533K
CNBOF
996
City National Bank of Florida
Florida
$529K
AW
997
Alteri Wealth
California
$529K
IIM
998
Ironwood Investment Management
Massachusetts
$528K
DWT
999
Dorsey & Whitney Trust
South Dakota
$523K
NB
1000
Northwest Bancshares
Pennsylvania
$521K