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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
BMCM
1051
Burns Matteson Capital Management
New York
$463K
PP
1052
PDS Planning
Ohio
$462K
FG
1053
Fiduciary Group
Georgia
$462K
Fuller & Thaler Asset Management
1054
Fuller & Thaler Asset Management
California
$460K
BBA
1055
Baader Bank Aktiengesellschaft
Germany
$458K
SC
1056
Sepio Capital
Utah
$458K
JFA
1057
JNBA Financial Advisors
Minnesota
$456K
MEAC
1058
M.E. Allison & Co
Texas
$456K
CCFM
1059
Clear Creek Financial Management
Washington
$454K
WBCM
1060
Wilson & Boucher Capital Management
California
$454K
TCM
1061
Tributary Capital Management
Nebraska
$452K
PFW
1062
Petros Family Wealth
Minnesota
$452K
CAL
1063
Capital Analysts LLC
Pennsylvania
$449K
HPBT
1064
Hickory Point Bank & Trust
Illinois
$447K
SOS
1065
Silver Oak Securities
Tennessee
$447K
CMBA
1066
C.M. Bidwell & Associates
Hawaii
$445K
IA
1067
IFP Advisors
Florida
$445K
DPW
1068
DiNuzzo Private Wealth
Pennsylvania
$444K
KCP
1069
Kera Capital Partners
California
$443K
CJ
1070
Caitlin John
Michigan
$442K
1WM
1071
1900 Wealth Management
Texas
$438K
SC
1072
Stephenson & Company
California
$438K
MFC
1073
Mechanics Financial Corp
Ohio
$438K
RC
1074
RBO & Co
California
$436K
PWMAG
1075
Pinnacle Wealth Management Advisory Group
New Jersey
$433K