BK icon

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
DWM
1326
Destination Wealth Management
California
$229K
PPC
1327
Pennington Partners & Co
Maryland
$229K
CT
1328
Colonial Trust
South Carolina
$226K
SNWA
1329
Siligmueller & Norvid Wealth Advisors
Illinois
$226K
CCA
1330
Cooper Capital Advisors
California
$226K
SIA
1331
Soltis Investment Advisors
Utah
$225K
OL
1332
OneFund LLC
Florida
$224K
XF
1333
XML Financial
Maryland
$224K
ACP
1334
Aviance Capital Partners
Florida
$224K
CWS
1335
Cypress Wealth Services
California
$223K
CCA
1336
Childress Capital Advisors
Texas
$223K
WAP
1337
Wealthcare Advisory Partners
Pennsylvania
$223K
MAWA
1338
Moss Adams Wealth Advisors
Washington
$223K
FWA
1339
FSM Wealth Advisors
Ohio
$223K
KA
1340
Kooman & Associates
Pennsylvania
$222K
FFA
1341
Founders Financial Alliance
North Carolina
$221K
PCTC
1342
Perkins Coie Trust Company
Washington
$220K
VVP
1343
Venture Visionary Partners
Ohio
$220K
LCC
1344
Lincoln Capital Corp
Rhode Island
$219K
PL
1345
Perpetual Ltd
Australia
$219K
FA
1346
Fiducient Advisors
Illinois
$218K
SPI
1347
Santori & Peters Inc
Pennsylvania
$218K
QFA
1348
Quantum Financial Advisors
California
$218K
VFM
1349
Vision Financial Markets
Connecticut
$218K
BL
1350
Bleichroeder LP
New York
$218K