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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
CSB
1276
City State Bank
Iowa
$252K
DLA
1277
Douglas Lane & Associates
New York
$252K
TWA
1278
TCI Wealth Advisors
Arizona
$251K
WC
1279
Waterloo Capital
Texas
$250K
PFA
1280
Pure Financial Advisors
California
$250K
RWP
1281
Ridgecrest Wealth Partners
California
$250K
AMBIA
1282
Allen Mooney & Barnes Investment Advisors
Georgia
$248K
AHL
1283
Abel Hall LLC
Louisiana
$248K
OAM
1284
Occidental Asset Management
California
$246K
RMC
1285
Resources Management Corp
Connecticut
$246K
TWM
1286
Thrive Wealth Management
Pennsylvania
$246K
SCM
1287
Stordahl Capital Management
Colorado
$245K
GBT
1288
Grove Bank & Trust
Florida
$244K
FHA
1289
Flagship Harbor Advisors
Massachusetts
$244K
CH
1290
Cromwell Holdings
Wyoming
$243K
FWM
1291
Forefront Wealth Management
Pennsylvania
$243K
CIA
1292
Caerus Investment Advisors
Texas
$242K
MHR
1293
Matthew Hamilton Rosenberg
$241K
CIA
1294
Choate Investment Advisors
Massachusetts
$240K
FCM
1295
Fire Capital Management
California
$240K
EMCIP
1296
Ewing Morris & Co Investment Partners
Ontario, Canada
$240K
SFC
1297
SYM Financial Corp
Indiana
$237K
CWM
1298
Capital Wealth Management
Rhode Island
$236K
OPWM
1299
Oregon Pacific Wealth Management
Oregon
$236K
PT
1300
Plimoth Trust
Massachusetts
$234K