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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
HWA
1401
Heartwood Wealth Advisors
Virginia
$190K
GC
1402
Gould Capital
Washington
$189K
SIM
1403
Sentry Investment Management
Wisconsin
$189K
CFO
1404
CVA Family Office
Colorado
$187K
KB
1405
Kimelman & Baird
New York
$185K
ZBNA
1406
Zions Bancorporation, National Association
Utah
$183K
RP
1407
Rowlandmiller & Partners
Georgia
$183K
AGWCA
1408
Annis Gardner Whiting Capital Advisors
Florida
$181K
OWP
1409
ORG Wealth Partners
Texas
$179K
MWPCG
1410
Measured Wealth Private Client Group
New Hampshire
$179K
SRCM
1411
Signature Resources Capital Management
California
$177K
GITFIT
1412
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$174K
TF
1413
Tompkins Financial
New York
$160K
BOJHT
1414
Bank of Jackson Hole Trust
Wyoming
$158K
RFP
1415
Root Financial Partners
California
$156K
DMBA
1416
Deseret Mutual Benefit Administrators
Utah
$156K
BHWM
1417
Bay Harbor Wealth Management
Maryland
$153K
HCA
1418
Harbor Capital Advisors
Illinois
$150K
AA
1419
Ancora Advisors
Ohio
$147K
AA
1420
Addison Advisors
Vermont
$143K
CT
1421
Caldwell Trust
Florida
$143K
PFSC
1422
Peoples Financial Services Corp
Pennsylvania
$143K
OC
1423
Oakworth Capital
Alabama
$143K
OCM
1424
Osterweis Capital Management
California
$131K
PEAK6
1425
PEAK6
Illinois
$126K