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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
WBCM
1051
Wilson & Boucher Capital Management
California
$454K
PFW
1052
Petros Family Wealth
Minnesota
$452K
CAL
1053
Capital Analysts LLC
Pennsylvania
$449K
HPBT
1054
Hickory Point Bank & Trust
Illinois
$447K
SOS
1055
Silver Oak Securities
Tennessee
$447K
CMBA
1056
C.M. Bidwell & Associates
Hawaii
$445K
DPW
1057
DiNuzzo Private Wealth
Pennsylvania
$444K
KCP
1058
Kera Capital Partners
California
$443K
CJ
1059
Caitlin John
Michigan
$442K
1WM
1060
1900 Wealth Management
Texas
$438K
SC
1061
Stephenson & Company
California
$438K
MFC
1062
Mechanics Financial Corp
Ohio
$438K
RC
1063
RBO & Co
California
$436K
PWMAG
1064
Pinnacle Wealth Management Advisory Group
New Jersey
$433K
BBA
1065
BLB&B Advisors
Pennsylvania
$433K
FMTCOCP
1066
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$432K
APW
1067
Austin Private Wealth
Texas
$429K
LFA
1068
Laraway Financial Advisors
Minnesota
$428K
BC
1069
Barrett & Company
Rhode Island
$427K
UAG
1070
United Advisor Group
Ohio
$426K
PAS
1071
Point72 Asia (Singapore)
Singapore
$426K
BTW
1072
Boston Trust Walden
Massachusetts
$424K
MWM
1073
Modern Wealth Management
Kansas
$423K
1WM
1074
1858 Wealth Management
Ohio
$421K
TCWA
1075
Turtle Creek Wealth Advisors
Texas
$420K