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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
TFIPS
1426
Towarzystwo Funduszy Inwestycyjnych PZU SA
$104K
PGAM
1427
Princeton Global Asset Management
New Jersey
$103K
EB
1428
Eastern Bank
Massachusetts
$101K
PCFFS
1429
Pacific Center for Financial Services
California
$100K
WA
1430
WPG Advisers
Maryland
$100K
WWA
1431
Wealth Watch Advisors
Colorado
$99K
HDIM
1432
Hanson & Doremus Investment Management
Vermont
$99K
BFPW
1433
BOK Financial Private Wealth
Colorado
$97.6K
SVWA
1434
Sarver Vrooman Wealth Advisors
Missouri
$97.3K
SL
1435
Salomon & Ludwin
Virginia
$96.3K
FCT
1436
First Community Trust
Iowa
$94.4K
UOTTAIMCU
1437
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$92.6K
JFGIW
1438
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K
HC
1439
Hara Capital
Washington
$84.4K
SCM
1440
Silvant Capital Management
Georgia
$84.3K
BG
1441
Bollard Group
Massachusetts
$83K
ADL
1442
Asset Dedication LLC
California
$82.7K
SWIM
1443
Smallwood Wealth Investment Management
New Jersey
$81.9K
DSC
1444
Duncker Streett & Co
Missouri
$81.7K
SGK
1445
Steigerwald Gordon & Koch
Virginia
$81.7K
TWD
1446
True Wealth Design
Ohio
$79.9K
NRG
1447
Nemes Rush Group
Michigan
$78.6K
CT
1448
Clearstead Trust
Maine
$77.3K
CWP
1449
Concord Wealth Partners
Virginia
$76.8K
SN
1450
Sittner & Nelson
Oregon
$76.3K