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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
WMWM
1376
Wilkins Miller Wealth Management
Alabama
$209K
NCM
1377
NCM Capital Management
New Jersey
$209K
HCM
1378
Hutchinson Capital Management
California
$208K
VBA
1379
von Borstel & Associates
Oregon
$208K
GEA
1380
Glen Eagle Advisors
New Jersey
$207K
LJHT
1381
Laurie J. Hall Trustee
$206K
IRC
1382
Investors Research Corp
Georgia
$206K
BWM
1383
BKM Wealth Management
Wisconsin
$206K
CP
1384
Creekside Partners
California
$205K
AI
1385
Accredited Investors
Minnesota
$205K
WA
1386
Waddell & Associates
Tennessee
$205K
NFGCM
1387
Norman Fields Gottscho Capital Management
New York
$205K
DA
1388
Detalus Advisors
Missouri
$205K
MFGM
1389
Marshall Financial Group (Maryland)
Maryland
$204K
ME
1390
McIlrath & Eck
Washington
$204K
JSL
1391
JT Stratford LLC
Georgia
$204K
KPWG
1392
KFA Private Wealth Group
Virginia
$204K
TNB
1393
Thomasville National Bank
Georgia
$202K
SWA
1394
SOA Wealth Advisors
New York
$202K
PWMG
1395
Prestige Wealth Management Group
New Jersey
$200K
CA
1396
Clearstead Advisors
Ohio
$199K
GWSG
1397
GPS Wealth Strategies Group
Colorado
$197K
EWM
1398
Evermay Wealth Management
Virginia
$196K
HWM
1399
Hemington Wealth Management
Virginia
$195K
WSCM
1400
Wellington Shields Capital Management
New York
$191K