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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
IAS
1201
Insigneo Advisory Services
Florida
$305K
CCA
1202
Cadent Capital Advisors
Oklahoma
$305K
TCM
1203
TD Capital Management
Tennessee
$305K
SMC
1204
Smith, Moore & Co
Missouri
$304K
DOA
1205
D'Orazio & Associates
Virginia
$302K
CWM
1206
Chemistry Wealth Management
New York
$301K
SWM
1207
Stockman Wealth Management
Montana
$300K
CIA
1208
Capital Investment Advisors
Georgia
$300K
AP
1209
Americana Partners
Texas
$298K
WFAG
1210
Wescott Financial Advisory Group
Pennsylvania
$297K
CCT
1211
Chemung Canal Trust
New York
$296K
PFBT
1212
Parkside Financial Bank & Trust
Missouri
$296K
FFG
1213
Fiduciary Financial Group
California
$295K
SSG
1214
Summit Securities Group
New York
$293K
CBT
1215
Crews Bank & Trust
Florida
$292K
AWE
1216
Avidian Wealth Enterprises
Texas
$291K
MCM
1217
Monument Capital Management
Virginia
$291K
SEIA
1218
Signature Estate & Investment Advisors
California
$291K
FLII
1219
First Long Island Investors
New York
$290K
MCM
1220
Magnolia Capital Management
New York
$290K
PWW
1221
Pettyjohn Wood & White
Virginia
$290K
RPGK
1222
Retirement Planning Group (Kansas)
Kansas
$289K
WMA
1223
Wealth Management Associates
New Jersey
$286K
WB
1224
Webster Bank
Connecticut
$284K
WTA
1225
Washington Trust Advisors
Massachusetts
$284K