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Bank of New York Mellon

1,620 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: 1,5441,620 (+76)

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
1,620
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
CBT
1426
CoreFirst Bank & Trust
Kansas
$109K
TIM
1427
Tortoise Investment Management
New York
$109K
CSPIA
1428
Cary Street Partners Investment Advisory
Virginia
$107K
O
1429
Ossiam
France
$105K
TFIPS
1430
Towarzystwo Funduszy Inwestycyjnych PZU SA
$104K
PGAM
1431
Princeton Global Asset Management
New Jersey
$103K
EB
1432
Eastern Bank
Massachusetts
$101K
PCFFS
1433
Pacific Center for Financial Services
California
$100K
WA
1434
WPG Advisers
Maryland
$100K
WWA
1435
Wealth Watch Advisors
Colorado
$99K
HDIM
1436
Hanson & Doremus Investment Management
Vermont
$99K
BFPW
1437
BOK Financial Private Wealth
Colorado
$97.6K
SVWA
1438
Sarver Vrooman Wealth Advisors
Missouri
$97.3K
SL
1439
Salomon & Ludwin
Virginia
$96.3K
CIA
1440
Cape Investment Advisory
Georgia
$95.4K
FCT
1441
First Community Trust
Iowa
$94.4K
UOTTAIMCU
1442
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$92.6K
JFGIW
1443
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K
HC
1444
Hara Capital
Washington
$84.4K
SCM
1445
Silvant Capital Management
Georgia
$84.3K
BG
1446
Bollard Group
Massachusetts
$83K
ADL
1447
Asset Dedication LLC
California
$82.7K
APW
1448
Aventura Private Wealth
Florida
$82K
SWIM
1449
Smallwood Wealth Investment Management
New Jersey
$81.9K
DSC
1450
Duncker Streett & Co
Missouri
$81.7K