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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
RC
1251
Roundview Capital
New Jersey
$268K
SS
1252
SBI Securities
Japan
$267K
WAL
1253
W Advisors LLC
Tennessee
$266K
IP
1254
Ignite Planners
California
$266K
PW
1255
PUREfi Wealth
Massachusetts
$265K
MIM
1256
Macroview Investment Management
Maryland
$264K
SW
1257
SlateStone Wealth
Florida
$264K
MA
1258
Maxele Advisors
Missouri
$264K
RWP
1259
Revolve Wealth Partners
New Jersey
$263K
AWC
1260
Abundance Wealth Counselors
Pennsylvania
$263K
RA
1261
Riversedge Advisors
Delaware
$263K
TCOT
1262
Trust Company of Toledo
Ohio
$262K
CWM
1263
Compass Wealth Management
Connecticut
$262K
BWMG
1264
Barnes Wealth Management Group
California
$261K
MMHP
1265
Murphy Middleton Hinkle & Parker
Georgia
$261K
RWM
1266
Revisor Wealth Management
Ohio
$259K
CAG
1267
Crestwood Advisors Group
Massachusetts
$258K
NFW
1268
Noble Family Wealth
Florida
$258K
PDL
1269
Portfolio Design Labs
California
$257K
LAM
1270
LOM Asset Management
$254K
CSB
1271
City State Bank
Iowa
$252K
DLA
1272
Douglas Lane & Associates
New York
$252K
TWA
1273
TCI Wealth Advisors
Arizona
$251K
WC
1274
Waterloo Capital
Texas
$250K
PFA
1275
Pure Financial Advisors
California
$250K