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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
WBG
1001
Wharton Business Group
Pennsylvania
$521K
JWA
1002
JFS Wealth Advisors
Pennsylvania
$517K
AC
1003
Addison Capital
Pennsylvania
$517K
WSC
1004
Wellington Shields & Co
New York
$516K
CCG
1005
Catalina Capital Group
California
$516K
BG
1006
Bahl & Gaynor
Ohio
$515K
IA
1007
IFP Advisors
Florida
$515K
Koshinski Asset Management
1008
Koshinski Asset Management
Illinois
$514K
PI
1009
PFG Investments
New York
$513K
ICP
1010
Interchange Capital Partners
Pennsylvania
$512K
HCM
1011
Howard Capital Management
Georgia
$511K
NLP
1012
Next Level Private
New York
$509K
JCM
1013
Janney Capital Management
Pennsylvania
$509K
AAS
1014
AdviceOne Advisory Services
Connecticut
$506K
BIG
1015
Brookwood Investment Group
Arizona
$504K
JCIA
1016
Jackson Creek Investment Advisors
Colorado
$502K
MCA
1017
Martin Capital Advisors
Texas
$502K
RCAG
1018
Rehmann Capital Advisory Group
Michigan
$500K
BGAI
1019
Bruce G. Allen Investments
Colorado
$499K
CWP
1020
Cyndeo Wealth Partners
Florida
$498K
SPC
1021
Sigma Planning Corp
Michigan
$498K
MBI
1022
May Barnhard Investments
Maryland
$496K
BPAMU
1023
BTG Pactual Asset Management US
New York
$496K
PCIA
1024
Prime Capital Investment Advisors
Kansas
$494K
AC
1025
Apella Capital
Connecticut
$493K