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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
ICM
1026
Intrepid Capital Management
Florida
$492K
QC
1027
Quent Capital
New York
$492K
CI Investments Inc
1028
CI Investments Inc
Ontario, Canada
$487K
DBIA
1029
Dumont & Blake Investment Advisors
New Jersey
$487K
AR
1030
Apeiron RIA
Texas
$486K
TCM
1031
Tradewinds Capital Management
Washington
$484K
VIP
1032
Vista Investment Partners
Oklahoma
$484K
LGF
1033
LGT Group Foundation
Liechtenstein
$483K
CFSG
1034
Clark Financial Services Group
Missouri
$480K
PCS
1035
Personal CFO Solutions
New Jersey
$479K
OBGC
1036
O'Brien Greene & Co
Pennsylvania
$478K
SA
1037
Strategic Advisors
New York
$478K
CA
1038
Claro Advisors
Massachusetts
$475K
RDFA
1039
Ritter Daniher Financial Advisory
Ohio
$474K
FCH
1040
Freestone Capital Holdings
Washington
$474K
CAMG
1041
CWA Asset Management Group
Florida
$467K
MT
1042
Midwest Trust
Kansas
$467K
HA
1043
Hofer & Associates
California
$467K
KW
1044
Keyvantage Wealth
Pennsylvania
$465K
BMCM
1045
Burns Matteson Capital Management
New York
$463K
PP
1046
PDS Planning
Ohio
$462K
FG
1047
Fiduciary Group
Georgia
$462K
Fuller & Thaler Asset Management
1048
Fuller & Thaler Asset Management
California
$460K
BBA
1049
Baader Bank Aktiengesellschaft
Germany
$458K
SC
1050
Sepio Capital
Utah
$458K