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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
MWM
1076
Modern Wealth Management
Kansas
$423K
1WM
1077
1858 Wealth Management
Ohio
$421K
TCWA
1078
Turtle Creek Wealth Advisors
Texas
$420K
DWP
1079
Daymark Wealth Partners
Ohio
$420K
HAS
1080
HBW Advisory Services
California
$418K
VWM
1081
Vigilare Wealth Management
Arizona
$418K
FHC
1082
First Heartland Consultants
Missouri
$417K
FA
1083
FDx Advisors
Illinois
$417K
TW
1084
TritonPoint Wealth
Maryland
$415K
AWM
1085
Angeles Wealth Management
California
$414K
NAS
1086
Nicolet Advisory Services
Wisconsin
$412K
BFA
1087
Brendel Financial Advisors
New Hampshire
$412K
EFG
1088
Ethos Financial Group
Pennsylvania
$410K
EWA
1089
Exencial Wealth Advisors
Oklahoma
$409K
BAAM
1090
Baker Avenue Asset Management
California
$409K
EW
1091
Evoke Wealth
California
$408K
WCP
1092
Welch Capital Partners
New York
$403K
MHC
1093
Meyer Handelman Company
New York
$403K
PCA
1094
Peddock Capital Advisors
Massachusetts
$402K
ILI
1095
Invesco LLC (Illinois)
Illinois
$398K
APM
1096
a16z Perennial Management
California
$397K
SMA
1097
Seven Mile Advisory
New Jersey
$397K
QWP
1098
Quotient Wealth Partners
Texas
$397K
CM
1099
Columbus Macro
Pennsylvania
$396K
DC
1100
Diametric Capital
Massachusetts
$395K