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Bank of New York Mellon

1,636 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, 571 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: 1,5471,636 (+89)

0.45% less ownership

Funds ownership: 83.52%83.07% (-0.45%)

3% less repeat investments, than reductions

Existing positions increased: 571 | Existing positions reduced: 591

Holders
1,636
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
AWE
1226
Avidian Wealth Enterprises
Texas
$291K
MCM
1227
Monument Capital Management
Virginia
$291K
SEIA
1228
Signature Estate & Investment Advisors
California
$291K
FLII
1229
First Long Island Investors
New York
$290K
MCM
1230
Magnolia Capital Management
New York
$290K
PWW
1231
Pettyjohn Wood & White
Virginia
$290K
RPGK
1232
Retirement Planning Group (Kansas)
Kansas
$289K
WMA
1233
Wealth Management Associates
New Jersey
$286K
WB
1234
Webster Bank
Connecticut
$284K
WTA
1235
Washington Trust Advisors
Massachusetts
$284K
OAM
1236
Oberweis Asset Management
Illinois
$284K
WF
1237
WoodTrust Financial
Wisconsin
$284K
HIIFS
1238
Harel Insurance Investments & Financial Services
Israel
$284K
EH
1239
Equitable Holdings
New York
$282K
TCM
1240
Towercrest Capital Management
Pennsylvania
$281K
AWMG
1241
Alliance Wealth Management Group
New Jersey
$281K
WMS
1242
Wealth Management Strategies
Pennsylvania
$280K
CGL
1243
Clarius Group LLC
Washington
$279K
BIA
1244
Bell Investment Advisors
California
$279K
SL
1245
Sentinus LLC
Illinois
$278K
MHIC
1246
Marble Harbor Investment Counsel
Massachusetts
$278K
CFS
1247
CRA Financial Services
New Jersey
$278K
MSWA
1248
Marshall & Sterling Wealth Advisors
New York
$277K
LOAMU
1249
Lombard Odier Asset Management (USA)
New York
$277K
CPA
1250
Capital Performance Advisors
California
$277K