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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
HFAS
1301
Hummer Financial Advisory Services
Illinois
$234K
CAAS
1302
Capital Asset Advisory Services
Michigan
$234K
TTIC
1303
Tower Trust & Investment Company
Iowa
$233K
ML
1304
McAdam LLC
Pennsylvania
$232K
FCFC
1305
First Commonwealth Financial Corp
Pennsylvania
$232K
BMC
1306
Beaton Management Company
Massachusetts
$232K
COCM
1307
Charter Oak Capital Management
New Hampshire
$232K
BBA
1308
Braun-Bostich & Associates
Pennsylvania
$232K
MPM
1309
Meritage Portfolio Management
Kansas
$231K
CHAM
1310
Clear Harbor Asset Management
Connecticut
$231K
CIG
1311
Cullen Investment Group
Louisiana
$231K
RSWM
1312
Robertson Stephens Wealth Management
California
$229K
FOA
1313
Five Oceans Advisors
California
$229K
VI
1314
Versor Investments
New York
$229K
AIM
1315
Athena Investment Management
California
$229K
DWM
1316
Destination Wealth Management
California
$229K
PPC
1317
Pennington Partners & Co
Maryland
$229K
CT
1318
Colonial Trust
South Carolina
$226K
SNWA
1319
Siligmueller & Norvid Wealth Advisors
Illinois
$226K
CCA
1320
Cooper Capital Advisors
California
$226K
SIA
1321
Soltis Investment Advisors
Utah
$225K
OL
1322
OneFund LLC
Florida
$224K
XF
1323
XML Financial
Maryland
$224K
ACP
1324
Aviance Capital Partners
Florida
$224K
CWS
1325
Cypress Wealth Services
California
$223K