BK icon

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
HTC
1151
Haverford Trust Company
Pennsylvania
$346K
CIAS
1152
CFS Investment Advisory Services
New Jersey
$345K
MA
1153
MONECO Advisors
Connecticut
$345K
LW
1154
Linscomb Wealth
Texas
$344K
BWP
1155
Balboa Wealth Partners
Arizona
$344K
OKSA
1156
O'Keefe Stevens Advisory
New York
$344K
BS
1157
Banco Santander
Spain
$344K
SP
1158
Stablepoint Partners
Massachusetts
$343K
MA
1159
Mutual Advisors
Nebraska
$343K
IIC
1160
Ironwood Investment Counsel
Arizona
$341K
MIM
1161
Marco Investment Management
Georgia
$341K
BGA
1162
Battery Global Advisors
Massachusetts
$339K
TFA
1163
Trinity Financial Advisors
Ohio
$339K
RMDI
1164
R.M. Davis Inc
Maine
$338K
ST
1165
Spinnaker Trust
Maine
$338K
BHBT
1166
Burke & Herbert Bank & Trust
Virginia
$337K
AC
1167
AlphaCore Capital
California
$335K
CWM
1168
Calamos Wealth Management
Illinois
$334K
DJSG
1169
D.J. St. Germain
Massachusetts
$331K
BSB
1170
Bangor Savings Bank
Maine
$330K
MIC
1171
Means Investment Company
Maine
$329K
OLA
1172
Oliver Luxxe Assets
New Jersey
$329K
CCMG
1173
Clark Capital Management Group
Pennsylvania
$329K
MW
1174
Maia Wealth
Colorado
$328K
AWA
1175
Arete Wealth Advisors
Illinois
$328K