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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
BMC
1301
Beaton Management Company
Massachusetts
$232K
COCM
1302
Charter Oak Capital Management
New Hampshire
$232K
BBA
1303
Braun-Bostich & Associates
Pennsylvania
$232K
MPM
1304
Meritage Portfolio Management
Kansas
$231K
CHAM
1305
Clear Harbor Asset Management
Connecticut
$231K
CIG
1306
Cullen Investment Group
Louisiana
$231K
RSWM
1307
Robertson Stephens Wealth Management
California
$229K
FOA
1308
Five Oceans Advisors
California
$229K
VI
1309
Versor Investments
New York
$229K
AIM
1310
Athena Investment Management
California
$229K
DWM
1311
Destination Wealth Management
California
$229K
PPC
1312
Pennington Partners & Co
Maryland
$229K
CT
1313
Colonial Trust
South Carolina
$226K
SNWA
1314
Siligmueller & Norvid Wealth Advisors
Illinois
$226K
CCA
1315
Cooper Capital Advisors
California
$226K
SIA
1316
Soltis Investment Advisors
Utah
$225K
OL
1317
OneFund LLC
Florida
$224K
XF
1318
XML Financial
Maryland
$224K
ACP
1319
Aviance Capital Partners
Florida
$224K
CWS
1320
Cypress Wealth Services
California
$223K
CCA
1321
Childress Capital Advisors
Texas
$223K
WAP
1322
Wealthcare Advisory Partners
Pennsylvania
$223K
MAWA
1323
Moss Adams Wealth Advisors
Washington
$223K
FWA
1324
FSM Wealth Advisors
Ohio
$223K
KA
1325
Kooman & Associates
Pennsylvania
$222K