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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
AC
1176
AlphaCore Capital
California
$335K
CWM
1177
Calamos Wealth Management
Illinois
$334K
DJSG
1178
D.J. St. Germain
Massachusetts
$331K
BSB
1179
Bangor Savings Bank
Maine
$330K
MIC
1180
Means Investment Company
Maine
$329K
OLA
1181
Oliver Luxxe Assets
New Jersey
$329K
CCMG
1182
Clark Capital Management Group
Pennsylvania
$329K
MW
1183
Maia Wealth
Colorado
$328K
AWA
1184
Arete Wealth Advisors
Illinois
$328K
AWM
1185
Aprio Wealth Management
Georgia
$327K
LNB
1186
Ledyard National Bank
$322K
CMA
1187
Cedar Mountain Advisors
Oregon
$322K
SSC
1188
Syverson Strege & Co
Iowa
$322K
MC
1189
Matisse Capital
Oregon
$320K
HCM
1190
Hengehold Capital Management
Ohio
$318K
FFA
1191
Fragasso Financial Advisors
Pennsylvania
$318K
NSIM
1192
North Star Investment Management
Illinois
$317K
VAM
1193
Verity Asset Management
North Carolina
$317K
OPPS
1194
Obsidian Personal Planning Solutions
Maryland
$317K
SCM
1195
Sage Capital Management
New Jersey
$317K
MCM
1196
MV Capital Management
Maryland
$316K
GAG
1197
GM Advisory Group
New York
$316K
IAIM
1198
International Assets Investment Management
Florida
$313K
CT
1199
Chicago Trust
Illinois
$313K
LFAS
1200
Level Four Advisory Services
Texas
$313K