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Bank of New York Mellon

1,636 hedge funds and large institutions have $63.8B invested in Bank of New York Mellon in 2025 Q3 according to their latest regulatory filings, with 206 funds opening new positions, 571 increasing their positions, 591 reducing their positions, and 97 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: $

6% more funds holding

Funds holding: 1,5471,636 (+89)

0.45% less ownership

Funds ownership: 83.52%83.07% (-0.45%)

3% less repeat investments, than reductions

Existing positions increased: 571 | Existing positions reduced: 591

Holders
1,636
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 +$624M
2 +$213M
3 +$213M
4
Ameriprise
Ameriprise
Minnesota
+$208M
5
JP Morgan Chase
JP Morgan Chase
New York
+$111M

Top Sellers

1 -$283M
2 -$229M
3 -$156M
4
N
Nuveen
North Carolina
-$155M
5
Harris Associates
Harris Associates
Illinois
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
JTF
1126
J. Team Financial
Texas
$375K
VCM
1127
Virtue Capital Management
Tennessee
$374K
BA
1128
Bridgewater Advisors
New York
$374K
SQA
1129
Simon Quick Advisors
New Jersey
$373K
SCP
1130
Sivia Capital Partners
California
$373K
AA
1131
Alta Advisers
United Kingdom
$373K
MAM
1132
Mystic Asset Management
Rhode Island
$373K
TIA
1133
Tiemann Investment Advisors
California
$372K
HT
1134
Heritage Trust
Oklahoma
$371K
HCMG
1135
Howard Capital Management Group
California
$369K
KF
1136
Krilogy Financial
Missouri
$369K
LAM
1137
L2 Asset Management
Massachusetts
$368K
NG
1138
Norden Group
Utah
$368K
WA
1139
Wealth Alliance
New York
$365K
BCG
1140
Breakwater Capital Group
New Jersey
$365K
BBHC
1141
Brown Brothers Harriman & Co
New York
$363K
GLF
1142
Groupe la Francaise
France
$363K
SWM
1143
Spire Wealth Management
Virginia
$363K
NG
1144
Novem Group
New York
$363K
SFP
1145
Sandbox Financial Partners
Maryland
$362K
RZH
1146
Relyea Zuckerberg Hanson
Connecticut
$362K
RCG
1147
Regatta Capital Group
California
$362K
OWA
1148
One Wealth Advisors
California
$362K
QL
1149
Quarry LP
New York
$361K
SDWMA
1150
Schneider Downs Wealth Management Advisors
Pennsylvania
$361K