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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
KIA
1151
KCM Investment Advisors
California
$358K
CCWM
1152
Cassaday & Co Wealth Management
Virginia
$353K
AO
1153
Advisor OS
Illinois
$351K
MMA
1154
Miracle Mile Advisors
California
$351K
KSB
1155
Kennebec Savings Bank
Maine
$350K
FCIM
1156
Fairview Capital Investment Management
California
$349K
ESB
1157
Essex Savings Bank
Connecticut
$349K
MIC
1158
Meridian Investment Counsel
California
$349K
RP
1159
Rice Partnership
Hawaii
$349K
HTC
1160
Haverford Trust Company
Pennsylvania
$346K
CIAS
1161
CFS Investment Advisory Services
New Jersey
$345K
MA
1162
MONECO Advisors
Connecticut
$345K
LW
1163
Linscomb Wealth
Texas
$344K
BWP
1164
Balboa Wealth Partners
Arizona
$344K
OKSA
1165
O'Keefe Stevens Advisory
New York
$344K
BS
1166
Banco Santander
Spain
$344K
SP
1167
Stablepoint Partners
Massachusetts
$343K
MA
1168
Mutual Advisors
Nebraska
$343K
IIC
1169
Ironwood Investment Counsel
Arizona
$341K
MIM
1170
Marco Investment Management
Georgia
$341K
BGA
1171
Battery Global Advisors
Massachusetts
$339K
TFA
1172
Trinity Financial Advisors
Ohio
$339K
RMDI
1173
R.M. Davis Inc
Maine
$338K
ST
1174
Spinnaker Trust
Maine
$338K
BHBT
1175
Burke & Herbert Bank & Trust
Virginia
$337K