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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
DOA
1201
D'Orazio & Associates
Virginia
$302K
CWM
1202
Chemistry Wealth Management
New York
$301K
SWM
1203
Stockman Wealth Management
Montana
$300K
CIA
1204
Capital Investment Advisors
Georgia
$300K
AP
1205
Americana Partners
Texas
$298K
WFAG
1206
Wescott Financial Advisory Group
Pennsylvania
$297K
CCT
1207
Chemung Canal Trust
New York
$296K
PFBT
1208
Parkside Financial Bank & Trust
Missouri
$296K
FFG
1209
Fiduciary Financial Group
California
$295K
SSG
1210
Summit Securities Group
New York
$293K
CBT
1211
Crews Bank & Trust
Florida
$292K
AWE
1212
Avidian Wealth Enterprises
Texas
$291K
MCM
1213
Monument Capital Management
Virginia
$291K
SEIA
1214
Signature Estate & Investment Advisors
California
$291K
FLII
1215
First Long Island Investors
New York
$290K
MCM
1216
Magnolia Capital Management
New York
$290K
PWW
1217
Pettyjohn Wood & White
Virginia
$290K
RPGK
1218
Retirement Planning Group (Kansas)
Kansas
$289K
WMA
1219
Wealth Management Associates
New Jersey
$286K
WB
1220
Webster Bank
Connecticut
$284K
WTA
1221
Washington Trust Advisors
Massachusetts
$284K
OAM
1222
Oberweis Asset Management
Illinois
$284K
WF
1223
WoodTrust Financial
Wisconsin
$284K
HIIFS
1224
Harel Insurance Investments & Financial Services
Israel
$284K
EH
1225
Equitable Holdings
New York
$282K