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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
CC
1351
Cadinha & Co
Hawaii
$218K
SWK
1352
Stephen W. Kidder
$218K
EBWM
1353
Eagle Bluffs Wealth Management
Missouri
$218K
LRPA
1354
L. Roy Papp & Associates
Arizona
$218K
CWMGO
1355
Capstone Wealth Management Group (Oregon)
Oregon
$217K
RWM
1356
Rockline Wealth Management
New York
$217K
CIAS
1357
Capital Investment Advisory Services
North Carolina
$216K
SIA
1358
SGL Investment Advisors
Montana
$216K
JTWM
1359
Jackson Thornton Wealth Management
Alabama
$216K
TIA
1360
Trust Investment Advisors
Indiana
$214K
CBA
1361
Coastal Bridge Advisors
Connecticut
$213K
NDSI
1362
Newman Dignan & Sheerar Inc
Rhode Island
$213K
ECM
1363
Eisler Capital Management
United Kingdom
$213K
AAS
1364
Ameritas Advisory Services
Nebraska
$213K
CWG
1365
Cornerstone Wealth Group
North Carolina
$212K
TCB
1366
Texas Capital Bancshares
Texas
$211K
HI
1367
Harbour Investments
Wisconsin
$211K
O3W
1368
Omni 360 Wealth
New Jersey
$211K
CTA
1369
Chesley Taft & Associates
Illinois
$211K
CTC
1370
Cetera Trust Company
Minnesota
$210K
CHC
1371
City Holding Co
West Virginia
$210K
ABTD
1372
Arvest Bank Trust Division
Oklahoma
$210K
RWM
1373
Rialto Wealth Management
New York
$209K
WF
1374
Wayfinding Financial
Washington
$209K
EGA
1375
E&G Advisors
Texas
$209K