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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
FWM
1301
Forefront Wealth Management
Pennsylvania
$243K
CIA
1302
Caerus Investment Advisors
Texas
$242K
MHR
1303
Matthew Hamilton Rosenberg
$241K
CIA
1304
Choate Investment Advisors
Massachusetts
$240K
FCM
1305
Fire Capital Management
California
$240K
EMCIP
1306
Ewing Morris & Co Investment Partners
Ontario, Canada
$240K
SFC
1307
SYM Financial Corp
Indiana
$237K
CWM
1308
Capital Wealth Management
Rhode Island
$236K
OPWM
1309
Oregon Pacific Wealth Management
Oregon
$236K
PT
1310
Plimoth Trust
Massachusetts
$234K
HFAS
1311
Hummer Financial Advisory Services
Illinois
$234K
CAAS
1312
Capital Asset Advisory Services
Michigan
$234K
TTIC
1313
Tower Trust & Investment Company
Iowa
$233K
ML
1314
McAdam LLC
Pennsylvania
$232K
FCFC
1315
First Commonwealth Financial Corp
Pennsylvania
$232K
BMC
1316
Beaton Management Company
Massachusetts
$232K
COCM
1317
Charter Oak Capital Management
New Hampshire
$232K
BBA
1318
Braun-Bostich & Associates
Pennsylvania
$232K
MPM
1319
Meritage Portfolio Management
Kansas
$231K
CHAM
1320
Clear Harbor Asset Management
Connecticut
$231K
CIG
1321
Cullen Investment Group
Louisiana
$231K
RSWM
1322
Robertson Stephens Wealth Management
California
$229K
FOA
1323
Five Oceans Advisors
California
$229K
VI
1324
Versor Investments
New York
$229K
AIM
1325
Athena Investment Management
California
$229K