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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
WA
1126
Wealth Alliance
New York
$365K
BCG
1127
Breakwater Capital Group
New Jersey
$365K
BBHC
1128
Brown Brothers Harriman & Co
New York
$363K
GLF
1129
Groupe la Francaise
France
$363K
SWM
1130
Spire Wealth Management
Virginia
$363K
NG
1131
Novem Group
New York
$363K
SFP
1132
Sandbox Financial Partners
Maryland
$362K
RZH
1133
Relyea Zuckerberg Hanson
Connecticut
$362K
RCG
1134
Regatta Capital Group
California
$362K
OWA
1135
One Wealth Advisors
California
$362K
QL
1136
Quarry LP
New York
$361K
SDWMA
1137
Schneider Downs Wealth Management Advisors
Pennsylvania
$361K
KIA
1138
KCM Investment Advisors
California
$358K
CCWM
1139
Cassaday & Co Wealth Management
Virginia
$353K
AO
1140
Advisor OS
Illinois
$351K
MMA
1141
Miracle Mile Advisors
California
$351K
KSB
1142
Kennebec Savings Bank
Maine
$350K
FCIM
1143
Fairview Capital Investment Management
California
$349K
ESB
1144
Essex Savings Bank
Connecticut
$349K
MIC
1145
Meridian Investment Counsel
California
$349K
RP
1146
Rice Partnership
Hawaii
$349K
HTC
1147
Haverford Trust Company
Pennsylvania
$346K
CIAS
1148
CFS Investment Advisory Services
New Jersey
$345K
MA
1149
MONECO Advisors
Connecticut
$345K
LW
1150
Linscomb Wealth
Texas
$344K