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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
JSL
1376
JT Stratford LLC
Georgia
$204K
KPWG
1377
KFA Private Wealth Group
Virginia
$204K
TNB
1378
Thomasville National Bank
Georgia
$202K
SWA
1379
SOA Wealth Advisors
New York
$202K
PWMG
1380
Prestige Wealth Management Group
New Jersey
$200K
CA
1381
Clearstead Advisors
Ohio
$199K
GWSG
1382
GPS Wealth Strategies Group
Colorado
$197K
EWM
1383
Evermay Wealth Management
Virginia
$196K
HWM
1384
Hemington Wealth Management
Virginia
$195K
WSCM
1385
Wellington Shields Capital Management
New York
$191K
HWA
1386
Heartwood Wealth Advisors
Virginia
$190K
GC
1387
Gould Capital
Washington
$189K
SIM
1388
Sentry Investment Management
Wisconsin
$189K
CFO
1389
CVA Family Office
Colorado
$187K
KB
1390
Kimelman & Baird
New York
$185K
ZBNA
1391
Zions Bancorporation, National Association
Utah
$183K
RP
1392
Rowlandmiller & Partners
Georgia
$183K
AGWCA
1393
Annis Gardner Whiting Capital Advisors
Florida
$181K
OWP
1394
ORG Wealth Partners
Texas
$179K
MWPCG
1395
Measured Wealth Private Client Group
New Hampshire
$179K
SRCM
1396
Signature Resources Capital Management
California
$177K
GITFIT
1397
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$174K
TF
1398
Tompkins Financial
New York
$160K
BOJHT
1399
Bank of Jackson Hole Trust
Wyoming
$158K
RFP
1400
Root Financial Partners
California
$156K