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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
JFA
1051
JNBA Financial Advisors
Minnesota
$456K
MEAC
1052
M.E. Allison & Co
Texas
$456K
CCFM
1053
Clear Creek Financial Management
Washington
$454K
WBCM
1054
Wilson & Boucher Capital Management
California
$454K
PFW
1055
Petros Family Wealth
Minnesota
$452K
CAL
1056
Capital Analysts LLC
Pennsylvania
$449K
HPBT
1057
Hickory Point Bank & Trust
Illinois
$447K
SOS
1058
Silver Oak Securities
Tennessee
$447K
CMBA
1059
C.M. Bidwell & Associates
Hawaii
$445K
DPW
1060
DiNuzzo Private Wealth
Pennsylvania
$444K
KCP
1061
Kera Capital Partners
California
$443K
CJ
1062
Caitlin John
Michigan
$442K
1WM
1063
1900 Wealth Management
Texas
$438K
SC
1064
Stephenson & Company
California
$438K
MFC
1065
Mechanics Financial Corp
Ohio
$438K
RC
1066
RBO & Co
California
$436K
PWMAG
1067
Pinnacle Wealth Management Advisory Group
New Jersey
$433K
BBA
1068
BLB&B Advisors
Pennsylvania
$433K
FMTCOCP
1069
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$432K
APW
1070
Austin Private Wealth
Texas
$429K
LFA
1071
Laraway Financial Advisors
Minnesota
$428K
BC
1072
Barrett & Company
Rhode Island
$427K
UAG
1073
United Advisor Group
Ohio
$426K
PAS
1074
Point72 Asia (Singapore)
Singapore
$426K
BTW
1075
Boston Trust Walden
Massachusetts
$424K