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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
RWP
1276
Ridgecrest Wealth Partners
California
$250K
AMBIA
1277
Allen Mooney & Barnes Investment Advisors
Georgia
$248K
AHL
1278
Abel Hall LLC
Louisiana
$248K
OAM
1279
Occidental Asset Management
California
$246K
RMC
1280
Resources Management Corp
Connecticut
$246K
TWM
1281
Thrive Wealth Management
Pennsylvania
$246K
SCM
1282
Stordahl Capital Management
Colorado
$245K
GBT
1283
Grove Bank & Trust
Florida
$244K
FHA
1284
Flagship Harbor Advisors
Massachusetts
$244K
CH
1285
Cromwell Holdings
Wyoming
$243K
FWM
1286
Forefront Wealth Management
Pennsylvania
$243K
CIA
1287
Caerus Investment Advisors
Texas
$242K
MHR
1288
Matthew Hamilton Rosenberg
$241K
CIA
1289
Choate Investment Advisors
Massachusetts
$240K
FCM
1290
Fire Capital Management
California
$240K
EMCIP
1291
Ewing Morris & Co Investment Partners
Ontario, Canada
$240K
SFC
1292
SYM Financial Corp
Indiana
$237K
CWM
1293
Capital Wealth Management
Rhode Island
$236K
OPWM
1294
Oregon Pacific Wealth Management
Oregon
$236K
PT
1295
Plimoth Trust
Massachusetts
$234K
HFAS
1296
Hummer Financial Advisory Services
Illinois
$234K
CAAS
1297
Capital Asset Advisory Services
Michigan
$234K
TTIC
1298
Tower Trust & Investment Company
Iowa
$233K
ML
1299
McAdam LLC
Pennsylvania
$232K
FCFC
1300
First Commonwealth Financial Corp
Pennsylvania
$232K