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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
SPC
1026
Sigma Planning Corp
Michigan
$498K
MBI
1027
May Barnhard Investments
Maryland
$496K
BPAMU
1028
BTG Pactual Asset Management US
New York
$496K
PCIA
1029
Prime Capital Investment Advisors
Kansas
$494K
AC
1030
Apella Capital
Connecticut
$493K
ICM
1031
Intrepid Capital Management
Florida
$492K
QC
1032
Quent Capital
New York
$492K
CI Investments Inc
1033
CI Investments Inc
Ontario, Canada
$487K
DBIA
1034
Dumont & Blake Investment Advisors
New Jersey
$487K
AR
1035
Apeiron RIA
Texas
$486K
TCM
1036
Tradewinds Capital Management
Washington
$484K
VIP
1037
Vista Investment Partners
Oklahoma
$484K
LGF
1038
LGT Group Foundation
Liechtenstein
$483K
CFSG
1039
Clark Financial Services Group
Missouri
$480K
PCS
1040
Personal CFO Solutions
New Jersey
$479K
OBGC
1041
O'Brien Greene & Co
Pennsylvania
$478K
SA
1042
Strategic Advisors
New York
$478K
CA
1043
Claro Advisors
Massachusetts
$475K
RDFA
1044
Ritter Daniher Financial Advisory
Ohio
$474K
FCH
1045
Freestone Capital Holdings
Washington
$474K
VEA
1046
Virtus ETF Advisers
New York
$473K
CAMG
1047
CWA Asset Management Group
Florida
$467K
MT
1048
Midwest Trust
Kansas
$467K
HA
1049
Hofer & Associates
California
$467K
KW
1050
Keyvantage Wealth
Pennsylvania
$465K