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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
HCMG
1126
Howard Capital Management Group
California
$369K
KF
1127
Krilogy Financial
Missouri
$369K
LAM
1128
L2 Asset Management
Massachusetts
$368K
NG
1129
Norden Group
Utah
$368K
WA
1130
Wealth Alliance
New York
$365K
BCG
1131
Breakwater Capital Group
New Jersey
$365K
BBHC
1132
Brown Brothers Harriman & Co
New York
$363K
GLF
1133
Groupe la Francaise
France
$363K
SWM
1134
Spire Wealth Management
Virginia
$363K
NG
1135
Novem Group
New York
$363K
SFP
1136
Sandbox Financial Partners
Maryland
$362K
RZH
1137
Relyea Zuckerberg Hanson
Connecticut
$362K
RCG
1138
Regatta Capital Group
California
$362K
OWA
1139
One Wealth Advisors
California
$362K
QL
1140
Quarry LP
New York
$361K
SDWMA
1141
Schneider Downs Wealth Management Advisors
Pennsylvania
$361K
KIA
1142
KCM Investment Advisors
California
$358K
CCWM
1143
Cassaday & Co Wealth Management
Virginia
$353K
AO
1144
Advisor OS
Illinois
$351K
MMA
1145
Miracle Mile Advisors
California
$351K
KSB
1146
Kennebec Savings Bank
Maine
$350K
FCIM
1147
Fairview Capital Investment Management
California
$349K
ESB
1148
Essex Savings Bank
Connecticut
$349K
MIC
1149
Meridian Investment Counsel
California
$349K
RP
1150
Rice Partnership
Hawaii
$349K