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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
WA
1376
Waddell & Associates
Tennessee
$205K
NFGCM
1377
Norman Fields Gottscho Capital Management
New York
$205K
DA
1378
Detalus Advisors
Missouri
$205K
MFGM
1379
Marshall Financial Group (Maryland)
Maryland
$204K
ME
1380
McIlrath & Eck
Washington
$204K
JSL
1381
JT Stratford LLC
Georgia
$204K
KPWG
1382
KFA Private Wealth Group
Virginia
$204K
TNB
1383
Thomasville National Bank
Georgia
$202K
SWA
1384
SOA Wealth Advisors
New York
$202K
PWMG
1385
Prestige Wealth Management Group
New Jersey
$200K
CA
1386
Clearstead Advisors
Ohio
$199K
GWSG
1387
GPS Wealth Strategies Group
Colorado
$197K
EWM
1388
Evermay Wealth Management
Virginia
$196K
HWM
1389
Hemington Wealth Management
Virginia
$195K
WSCM
1390
Wellington Shields Capital Management
New York
$191K
HWA
1391
Heartwood Wealth Advisors
Virginia
$190K
GC
1392
Gould Capital
Washington
$189K
SIM
1393
Sentry Investment Management
Wisconsin
$189K
CFO
1394
CVA Family Office
Colorado
$187K
KB
1395
Kimelman & Baird
New York
$185K
ZBNA
1396
Zions Bancorporation, National Association
Utah
$183K
RP
1397
Rowlandmiller & Partners
Georgia
$183K
AGWCA
1398
Annis Gardner Whiting Capital Advisors
Florida
$181K
OWP
1399
ORG Wealth Partners
Texas
$179K
MWPCG
1400
Measured Wealth Private Client Group
New Hampshire
$179K