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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
GVAG
1251
Great Valley Advisor Group
Delaware
$269K
VWM
1252
Venturi Wealth Management
Texas
$269K
CPA
1253
Court Place Advisors
Maryland
$268K
MFG
1254
Magnus Financial Group
New York
$268K
FAM
1255
Formidable Asset Management
Ohio
$268K
RC
1256
Roundview Capital
New Jersey
$268K
SS
1257
SBI Securities
Japan
$267K
WAL
1258
W Advisors LLC
Tennessee
$266K
IP
1259
Ignite Planners
California
$266K
PW
1260
PUREfi Wealth
Massachusetts
$265K
MIM
1261
Macroview Investment Management
Maryland
$264K
SW
1262
SlateStone Wealth
Florida
$264K
MA
1263
Maxele Advisors
Missouri
$264K
RWP
1264
Revolve Wealth Partners
New Jersey
$263K
AWC
1265
Abundance Wealth Counselors
Pennsylvania
$263K
RA
1266
Riversedge Advisors
Delaware
$263K
TCOT
1267
Trust Company of Toledo
Ohio
$262K
CWM
1268
Compass Wealth Management
Connecticut
$262K
BWMG
1269
Barnes Wealth Management Group
California
$261K
MMHP
1270
Murphy Middleton Hinkle & Parker
Georgia
$261K
RWM
1271
Revisor Wealth Management
Ohio
$259K
CAG
1272
Crestwood Advisors Group
Massachusetts
$258K
NFW
1273
Noble Family Wealth
Florida
$258K
PDL
1274
Portfolio Design Labs
California
$257K
LAM
1275
LOM Asset Management
$254K