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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
TPCM
1101
Templeton & Phillips Capital Management
Tennessee
$392K
SFS
1102
Stiles Financial Services
Minnesota
$392K
DWM
1103
Drive Wealth Management
Utah
$390K
AIM
1104
Aigen Investment Management
New York
$390K
NAM
1105
NorthCrest Asset Manangement
Minnesota
$389K
IAN
1106
Integrated Advisors Network
Texas
$386K
OL
1107
Optas LLC
Texas
$386K
HI
1108
Hudock Inc
Pennsylvania
$384K
BWM
1109
BlackDiamond Wealth Management
New York
$384K
BFWM
1110
Bright Futures Wealth Management
New York
$381K
SB
1111
Strategic Blueprint
Georgia
$380K
HVIA
1112
Hudson Valley Investment Advisors
New York
$380K
LA
1113
LM Advisors
California
$379K
YCG
1114
Yeomans Consulting Group
Georgia
$379K
LAM
1115
Longboard Asset Management
Arizona
$379K
VCM
1116
Virtue Capital Management
Tennessee
$378K
KP
1117
Keel Point
Alabama
$376K
SVWAG
1118
Sound View Wealth Advisors Group
Georgia
$375K
BA
1119
Bridgewater Advisors
New York
$374K
SQA
1120
Simon Quick Advisors
New Jersey
$373K
SCP
1121
Sivia Capital Partners
California
$373K
AA
1122
Alta Advisers
United Kingdom
$373K
MAM
1123
Mystic Asset Management
Rhode Island
$373K
TIA
1124
Tiemann Investment Advisors
California
$372K
HT
1125
Heritage Trust
Oklahoma
$371K