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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
DBIA
1026
Dumont & Blake Investment Advisors
New Jersey
$487K
AR
1027
Apeiron RIA
Texas
$486K
TCM
1028
Tradewinds Capital Management
Washington
$484K
VIP
1029
Vista Investment Partners
Oklahoma
$484K
LGF
1030
LGT Group Foundation
Liechtenstein
$483K
CFSG
1031
Clark Financial Services Group
Missouri
$480K
PCS
1032
Personal CFO Solutions
New Jersey
$479K
OBGC
1033
O'Brien Greene & Co
Pennsylvania
$478K
SA
1034
Strategic Advisors
New York
$478K
CA
1035
Claro Advisors
Massachusetts
$475K
RDFA
1036
Ritter Daniher Financial Advisory
Ohio
$474K
FCH
1037
Freestone Capital Holdings
Washington
$474K
CAMG
1038
CWA Asset Management Group
Florida
$467K
MT
1039
Midwest Trust
Kansas
$467K
HA
1040
Hofer & Associates
California
$467K
KW
1041
Keyvantage Wealth
Pennsylvania
$465K
BMCM
1042
Burns Matteson Capital Management
New York
$463K
PP
1043
PDS Planning
Ohio
$462K
FG
1044
Fiduciary Group
Georgia
$462K
Fuller & Thaler Asset Management
1045
Fuller & Thaler Asset Management
California
$460K
BBA
1046
Baader Bank Aktiengesellschaft
Germany
$458K
SC
1047
Sepio Capital
Utah
$458K
JFA
1048
JNBA Financial Advisors
Minnesota
$456K
MEAC
1049
M.E. Allison & Co
Texas
$456K
CCFM
1050
Clear Creek Financial Management
Washington
$454K