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Bank of New York Mellon

1,634 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, 570 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: 1,5451,634 (+89)

0.45% less ownership

Funds ownership: 83.51%83.06% (-0.45%)

4% less repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 591

Holders
1,634
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
MSFS
1251
Main Street Financial Solutions
Pennsylvania
$276K
NL
1252
NWAM LLC
Washington
$276K
WP
1253
WealthShield Partners
North Carolina
$275K
M
1254
Mirova
France
$275K
ACI
1255
Alpha Cubed Investments
California
$273K
JSW
1256
Journey Strategic Wealth
New Jersey
$272K
HW
1257
HORAN Wealth
Ohio
$271K
RT
1258
Rockland Trust
Massachusetts
$270K
MCWA
1259
Meadow Creek Wealth Advisors
Georgia
$270K
GVAG
1260
Great Valley Advisor Group
Delaware
$269K
VWM
1261
Venturi Wealth Management
Texas
$269K
CPA
1262
Court Place Advisors
Maryland
$268K
MFG
1263
Magnus Financial Group
New York
$268K
FAM
1264
Formidable Asset Management
Ohio
$268K
RC
1265
Roundview Capital
New Jersey
$268K
SS
1266
SBI Securities
Japan
$267K
WAL
1267
W Advisors LLC
Tennessee
$266K
IP
1268
Ignite Planners
California
$266K
PW
1269
PUREfi Wealth
Massachusetts
$265K
MIM
1270
Macroview Investment Management
Maryland
$264K
SW
1271
SlateStone Wealth
Florida
$264K
MA
1272
Maxele Advisors
Missouri
$264K
RWP
1273
Revolve Wealth Partners
New Jersey
$263K
AWC
1274
Abundance Wealth Counselors
Pennsylvania
$263K
RA
1275
Riversedge Advisors
Delaware
$263K