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Bank of New York Mellon

1,634 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, 570 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: 1,5451,634 (+89)

0.45% less ownership

Funds ownership: 83.51%83.06% (-0.45%)

4% less repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 591

Holders
1,634
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
MWM
1201
MinichMacGregor Wealth Management
New York
$312K
PCM
1202
Prelude Capital Management
New York
$310K
PPW
1203
Parcion Private Wealth
Washington
$310K
WRPWM
1204
Werba Rubin Papier Wealth Management
California
$309K
EFG
1205
Everhart Financial Group
Ohio
$308K
AG
1206
AlTi Global
New York
$308K
SYBT
1207
Stock Yards Bank & Trust
Kentucky
$308K
SAA
1208
Southeast Asset Advisors
Georgia
$308K
PL
1209
Plancorp LLC
Missouri
$307K
IAS
1210
Insigneo Advisory Services
Florida
$305K
CCA
1211
Cadent Capital Advisors
Oklahoma
$305K
TCM
1212
TD Capital Management
Tennessee
$305K
SMC
1213
Smith, Moore & Co
Missouri
$304K
DOA
1214
D'Orazio & Associates
Virginia
$302K
CWM
1215
Chemistry Wealth Management
New York
$301K
SWM
1216
Stockman Wealth Management
Montana
$300K
CIA
1217
Capital Investment Advisors
Georgia
$300K
AP
1218
Americana Partners
Texas
$298K
WFAG
1219
Wescott Financial Advisory Group
Pennsylvania
$297K
CCT
1220
Chemung Canal Trust
New York
$296K
PFBT
1221
Parkside Financial Bank & Trust
Missouri
$296K
FFG
1222
Fiduciary Financial Group
California
$295K
SSG
1223
Summit Securities Group
New York
$293K
CBT
1224
Crews Bank & Trust
Florida
$292K
AWE
1225
Avidian Wealth Enterprises
Texas
$291K