BK icon

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
DWP
1076
Daymark Wealth Partners
Ohio
$420K
HAS
1077
HBW Advisory Services
California
$418K
VWM
1078
Vigilare Wealth Management
Arizona
$418K
FHC
1079
First Heartland Consultants
Missouri
$417K
FA
1080
FDx Advisors
Illinois
$417K
TW
1081
TritonPoint Wealth
Maryland
$415K
AWM
1082
Angeles Wealth Management
California
$414K
NAS
1083
Nicolet Advisory Services
Wisconsin
$412K
BFA
1084
Brendel Financial Advisors
New Hampshire
$412K
EFG
1085
Ethos Financial Group
Pennsylvania
$410K
EWA
1086
Exencial Wealth Advisors
Oklahoma
$409K
BAAM
1087
Baker Avenue Asset Management
California
$409K
EW
1088
Evoke Wealth
California
$408K
WCP
1089
Welch Capital Partners
New York
$403K
MHC
1090
Meyer Handelman Company
New York
$403K
PCA
1091
Peddock Capital Advisors
Massachusetts
$402K
ILI
1092
Invesco LLC (Illinois)
Illinois
$398K
APM
1093
a16z Perennial Management
California
$397K
SMA
1094
Seven Mile Advisory
New Jersey
$397K
QWP
1095
Quotient Wealth Partners
Texas
$397K
CM
1096
Columbus Macro
Pennsylvania
$396K
DC
1097
Diametric Capital
Massachusetts
$395K
TPCM
1098
Templeton & Phillips Capital Management
Tennessee
$392K
SFS
1099
Stiles Financial Services
Minnesota
$392K
DWM
1100
Drive Wealth Management
Utah
$390K