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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
OAM
1226
Oberweis Asset Management
Illinois
$284K
WF
1227
WoodTrust Financial
Wisconsin
$284K
HIIFS
1228
Harel Insurance Investments & Financial Services
Israel
$284K
EH
1229
Equitable Holdings
New York
$282K
TCM
1230
Towercrest Capital Management
Pennsylvania
$281K
AWMG
1231
Alliance Wealth Management Group
New Jersey
$281K
WMS
1232
Wealth Management Strategies
Pennsylvania
$280K
CGL
1233
Clarius Group LLC
Washington
$279K
BIA
1234
Bell Investment Advisors
California
$279K
SL
1235
Sentinus LLC
Illinois
$278K
MHIC
1236
Marble Harbor Investment Counsel
Massachusetts
$278K
CFS
1237
CRA Financial Services
New Jersey
$278K
MSWA
1238
Marshall & Sterling Wealth Advisors
New York
$277K
LOAMU
1239
Lombard Odier Asset Management (USA)
New York
$277K
CPA
1240
Capital Performance Advisors
California
$277K
HSA
1241
HBK Sorce Advisory
Pennsylvania
$276K
MSFS
1242
Main Street Financial Solutions
Pennsylvania
$276K
WP
1243
WealthShield Partners
North Carolina
$275K
M
1244
Mirova
France
$275K
ACI
1245
Alpha Cubed Investments
California
$273K
JSW
1246
Journey Strategic Wealth
New Jersey
$272K
NL
1247
NWAM LLC
Washington
$272K
HW
1248
HORAN Wealth
Ohio
$271K
RT
1249
Rockland Trust
Massachusetts
$270K
MCWA
1250
Meadow Creek Wealth Advisors
Georgia
$270K