BK icon

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
FFA
1326
Founders Financial Alliance
North Carolina
$221K
PCTC
1327
Perkins Coie Trust Company
Washington
$220K
VVP
1328
Venture Visionary Partners
Ohio
$220K
LCC
1329
Lincoln Capital Corp
Rhode Island
$219K
PL
1330
Perpetual Ltd
Australia
$219K
FA
1331
Fiducient Advisors
Illinois
$218K
SPI
1332
Santori & Peters Inc
Pennsylvania
$218K
QFA
1333
Quantum Financial Advisors
California
$218K
VFM
1334
Vision Financial Markets
Connecticut
$218K
BL
1335
Bleichroeder LP
New York
$218K
SWK
1336
Stephen W. Kidder
$218K
LRPA
1337
L. Roy Papp & Associates
Arizona
$218K
EBWM
1338
Eagle Bluffs Wealth Management
Missouri
$218K
CC
1339
Cadinha & Co
Hawaii
$218K
CWMGO
1340
Capstone Wealth Management Group (Oregon)
Oregon
$217K
RWM
1341
Rockline Wealth Management
New York
$217K
CIAS
1342
Capital Investment Advisory Services
North Carolina
$216K
SIA
1343
SGL Investment Advisors
Montana
$216K
JTWM
1344
Jackson Thornton Wealth Management
Alabama
$216K
TIA
1345
Trust Investment Advisors
Indiana
$214K
CBA
1346
Coastal Bridge Advisors
Connecticut
$213K
NDSI
1347
Newman Dignan & Sheerar Inc
Rhode Island
$213K
ECM
1348
Eisler Capital Management
United Kingdom
$213K
AAS
1349
Ameritas Advisory Services
Nebraska
$213K
CWG
1350
Cornerstone Wealth Group
North Carolina
$212K