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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
BWP
1151
Balboa Wealth Partners
Arizona
$344K
OKSA
1152
O'Keefe Stevens Advisory
New York
$344K
BS
1153
Banco Santander
Spain
$344K
SP
1154
Stablepoint Partners
Massachusetts
$343K
MA
1155
Mutual Advisors
Nebraska
$343K
IIC
1156
Ironwood Investment Counsel
Arizona
$341K
MIM
1157
Marco Investment Management
Georgia
$341K
BGA
1158
Battery Global Advisors
Massachusetts
$339K
TFA
1159
Trinity Financial Advisors
Ohio
$339K
RMDI
1160
R.M. Davis Inc
Maine
$338K
ST
1161
Spinnaker Trust
Maine
$338K
BHBT
1162
Burke & Herbert Bank & Trust
Virginia
$337K
AC
1163
AlphaCore Capital
California
$335K
CWM
1164
Calamos Wealth Management
Illinois
$334K
DJSG
1165
D.J. St. Germain
Massachusetts
$331K
BSB
1166
Bangor Savings Bank
Maine
$330K
MIC
1167
Means Investment Company
Maine
$329K
OLA
1168
Oliver Luxxe Assets
New Jersey
$329K
CCMG
1169
Clark Capital Management Group
Pennsylvania
$329K
MW
1170
Maia Wealth
Colorado
$328K
AWA
1171
Arete Wealth Advisors
Illinois
$328K
AWM
1172
Aprio Wealth Management
Georgia
$327K
LNB
1173
Ledyard National Bank
$322K
CMA
1174
Cedar Mountain Advisors
Oregon
$322K
SSC
1175
Syverson Strege & Co
Iowa
$322K