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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
CCA
1326
Childress Capital Advisors
Texas
$223K
WAP
1327
Wealthcare Advisory Partners
Pennsylvania
$223K
MAWA
1328
Moss Adams Wealth Advisors
Washington
$223K
FWA
1329
FSM Wealth Advisors
Ohio
$223K
KA
1330
Kooman & Associates
Pennsylvania
$222K
FFA
1331
Founders Financial Alliance
North Carolina
$221K
PCTC
1332
Perkins Coie Trust Company
Washington
$220K
VVP
1333
Venture Visionary Partners
Ohio
$220K
LCC
1334
Lincoln Capital Corp
Rhode Island
$219K
PL
1335
Perpetual Ltd
Australia
$219K
FA
1336
Fiducient Advisors
Illinois
$218K
SPI
1337
Santori & Peters Inc
Pennsylvania
$218K
QFA
1338
Quantum Financial Advisors
California
$218K
VFM
1339
Vision Financial Markets
Connecticut
$218K
BL
1340
Bleichroeder LP
New York
$218K
LRPA
1341
L. Roy Papp & Associates
Arizona
$218K
CC
1342
Cadinha & Co
Hawaii
$218K
EBWM
1343
Eagle Bluffs Wealth Management
Missouri
$218K
SWK
1344
Stephen W. Kidder
$218K
CWMGO
1345
Capstone Wealth Management Group (Oregon)
Oregon
$217K
RWM
1346
Rockline Wealth Management
New York
$217K
CIAS
1347
Capital Investment Advisory Services
North Carolina
$216K
SIA
1348
SGL Investment Advisors
Montana
$216K
JTWM
1349
Jackson Thornton Wealth Management
Alabama
$216K
TIA
1350
Trust Investment Advisors
Indiana
$214K