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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
DMBA
1401
Deseret Mutual Benefit Administrators
Utah
$156K
BHWM
1402
Bay Harbor Wealth Management
Maryland
$153K
HCA
1403
Harbor Capital Advisors
Illinois
$150K
TCM
1404
Triumph Capital Management
Colorado
$149K
AA
1405
Ancora Advisors
Ohio
$147K
AA
1406
Addison Advisors
Vermont
$143K
CT
1407
Caldwell Trust
Florida
$143K
PFSC
1408
Peoples Financial Services Corp
Pennsylvania
$143K
OC
1409
Oakworth Capital
Alabama
$143K
OCM
1410
Osterweis Capital Management
California
$131K
PEAK6
1411
PEAK6
Illinois
$126K
T
1412
TOBAM
France
$120K
GCM
1413
Gables Capital Management
Florida
$120K
CWM
1414
Crowley Wealth Management
Delaware
$118K
Loomis, Sayles & Company
1415
Loomis, Sayles & Company
Massachusetts
$118K
LWCFA
1416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$117K
RFG
1417
REAP Financial Group
Texas
$117K
CYG
1418
Clean Yield Group
Vermont
$115K
SPF
1419
South Plains Financial
Texas
$114K
1IA
1420
1620 Investment Advisors
Massachusetts
$114K
TH
1421
TCTC Holdings
Texas
$112K
CBT
1422
CoreFirst Bank & Trust
Kansas
$109K
TIM
1423
Tortoise Investment Management
New York
$109K
CSPIA
1424
Cary Street Partners Investment Advisory
Virginia
$107K
O
1425
Ossiam
France
$105K