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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
BHWM
1001
Bar Harbor Wealth Management
New Hampshire
$533K
CNBOF
1002
City National Bank of Florida
Florida
$529K
AW
1003
Alteri Wealth
California
$529K
IIM
1004
Ironwood Investment Management
Massachusetts
$528K
DWT
1005
Dorsey & Whitney Trust
South Dakota
$523K
WBG
1006
Wharton Business Group
Pennsylvania
$521K
NB
1007
Northwest Bancshares
Pennsylvania
$521K
JWA
1008
JFS Wealth Advisors
Pennsylvania
$517K
AC
1009
Addison Capital
Pennsylvania
$517K
WSC
1010
Wellington Shields & Co
New York
$516K
CCG
1011
Catalina Capital Group
California
$516K
BG
1012
Bahl & Gaynor
Ohio
$515K
Koshinski Asset Management
1013
Koshinski Asset Management
Illinois
$514K
PI
1014
PFG Investments
New York
$513K
ICP
1015
Interchange Capital Partners
Pennsylvania
$512K
HCM
1016
Howard Capital Management
Georgia
$511K
NLP
1017
Next Level Private
New York
$509K
JCM
1018
Janney Capital Management
Pennsylvania
$509K
AAS
1019
AdviceOne Advisory Services
Connecticut
$506K
BIG
1020
Brookwood Investment Group
Arizona
$504K
JCIA
1021
Jackson Creek Investment Advisors
Colorado
$502K
MCA
1022
Martin Capital Advisors
Texas
$502K
RCAG
1023
Rehmann Capital Advisory Group
Michigan
$500K
BGAI
1024
Bruce G. Allen Investments
Colorado
$499K
CWP
1025
Cyndeo Wealth Partners
Florida
$498K