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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
AWM
1176
Aprio Wealth Management
Georgia
$327K
LNB
1177
Ledyard National Bank
$322K
CMA
1178
Cedar Mountain Advisors
Oregon
$322K
SSC
1179
Syverson Strege & Co
Iowa
$322K
MC
1180
Matisse Capital
Oregon
$320K
HCM
1181
Hengehold Capital Management
Ohio
$318K
FFA
1182
Fragasso Financial Advisors
Pennsylvania
$318K
NSIM
1183
North Star Investment Management
Illinois
$317K
VAM
1184
Verity Asset Management
North Carolina
$317K
OPPS
1185
Obsidian Personal Planning Solutions
Maryland
$317K
SCM
1186
Sage Capital Management
New Jersey
$317K
GAG
1187
GM Advisory Group
New York
$316K
IAIM
1188
International Assets Investment Management
Florida
$313K
CT
1189
Chicago Trust
Illinois
$313K
LFAS
1190
Level Four Advisory Services
Texas
$313K
BCM
1191
Brooktree Capital Management
Michigan
$312K
MWM
1192
MinichMacGregor Wealth Management
New York
$312K
PCM
1193
Prelude Capital Management
New York
$310K
PPW
1194
Parcion Private Wealth
Washington
$310K
WRPWM
1195
Werba Rubin Papier Wealth Management
California
$309K
EFG
1196
Everhart Financial Group
Ohio
$308K
AG
1197
AlTi Global
New York
$308K
SYBT
1198
Stock Yards Bank & Trust
Kentucky
$308K
SAA
1199
Southeast Asset Advisors
Georgia
$308K
PL
1200
Plancorp LLC
Missouri
$307K