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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
AWMG
1226
Alliance Wealth Management Group
New Jersey
$281K
TCM
1227
Towercrest Capital Management
Pennsylvania
$281K
WMS
1228
Wealth Management Strategies
Pennsylvania
$280K
CGL
1229
Clarius Group LLC
Washington
$279K
BIA
1230
Bell Investment Advisors
California
$279K
SL
1231
Sentinus LLC
Illinois
$278K
MHIC
1232
Marble Harbor Investment Counsel
Massachusetts
$278K
CFS
1233
CRA Financial Services
New Jersey
$278K
MSWA
1234
Marshall & Sterling Wealth Advisors
New York
$277K
LOAMU
1235
Lombard Odier Asset Management (USA)
New York
$277K
CPA
1236
Capital Performance Advisors
California
$277K
HSA
1237
HBK Sorce Advisory
Pennsylvania
$276K
MSFS
1238
Main Street Financial Solutions
Pennsylvania
$276K
WP
1239
WealthShield Partners
North Carolina
$275K
ACI
1240
Alpha Cubed Investments
California
$273K
JSW
1241
Journey Strategic Wealth
New Jersey
$272K
NL
1242
NWAM LLC
Washington
$272K
HW
1243
HORAN Wealth
Ohio
$271K
RT
1244
Rockland Trust
Massachusetts
$270K
MCWA
1245
Meadow Creek Wealth Advisors
Georgia
$270K
GVAG
1246
Great Valley Advisor Group
Delaware
$269K
VWM
1247
Venturi Wealth Management
Texas
$269K
CPA
1248
Court Place Advisors
Maryland
$268K
MFG
1249
Magnus Financial Group
New York
$268K
FAM
1250
Formidable Asset Management
Ohio
$268K