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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
CWM
1276
Compass Wealth Management
Connecticut
$262K
TCOT
1277
Trust Company of Toledo
Ohio
$262K
BWMG
1278
Barnes Wealth Management Group
California
$261K
MMHP
1279
Murphy Middleton Hinkle & Parker
Georgia
$261K
RWM
1280
Revisor Wealth Management
Ohio
$259K
CAG
1281
Crestwood Advisors Group
Massachusetts
$258K
NFW
1282
Noble Family Wealth
Florida
$258K
PDL
1283
Portfolio Design Labs
California
$257K
DCM
1284
DGS Capital Management
New Jersey
$255K
LAM
1285
LOM Asset Management
$254K
CSB
1286
City State Bank
Iowa
$252K
DLA
1287
Douglas Lane & Associates
New York
$252K
TWA
1288
TCI Wealth Advisors
Arizona
$251K
WC
1289
Waterloo Capital
Texas
$250K
PFA
1290
Pure Financial Advisors
California
$250K
RWP
1291
Ridgecrest Wealth Partners
California
$250K
AMBIA
1292
Allen Mooney & Barnes Investment Advisors
Georgia
$248K
AHL
1293
Abel Hall LLC
Louisiana
$248K
OAM
1294
Occidental Asset Management
California
$246K
RMC
1295
Resources Management Corp
Connecticut
$246K
TWM
1296
Thrive Wealth Management
Pennsylvania
$246K
SCM
1297
Stordahl Capital Management
Colorado
$245K
GBT
1298
Grove Bank & Trust
Florida
$244K
FHA
1299
Flagship Harbor Advisors
Massachusetts
$244K
CH
1300
Cromwell Holdings
Wyoming
$243K