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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
TFM
1451
TFC Financial Management
Massachusetts
$75.9K
HWA
1452
HHM Wealth Advisors
Tennessee
$73K
FFO
1453
Fortitude Family Office
Arizona
$67.7K
ATC
1454
Adirondack Trust Company
New York
$66.4K
AEPWM
1455
Atlantic Edge Private Wealth Management
Florida
$66.2K
OIA
1456
Optimum Investment Advisors
Illinois
$65.4K
PWAM
1457
Private Wealth Asset Management
Iowa
$65K
LI
1458
LRI Investments
Florida
$60.7K
FCAS
1459
First Command Advisory Services
Texas
$60.4K
VC
1460
Vestor Capital
Illinois
$60K
CWM
1461
Consultiva Wealth Management
Puerto Rico
$59.8K
Q1WB
1462
Quest 10 Wealth Builders
Virginia
$58.1K
CPG
1463
Cornerstone Planning Group
New Jersey
$55.2K
TCM
1464
TruNorth Capital Management
Michigan
$54.5K
GWP
1465
Gen-Wealth Partners
Michigan
$53K
JWM
1466
JPL Wealth Management
Colorado
$53K
C
1467
Covestor
United Kingdom
$52K
HFM
1468
Hartford Financial Management
Connecticut
$51.3K
CAM
1469
Creekmur Asset Management
Illinois
$50.9K
WPA
1470
Wealth Preservation Advisors
Tennessee
$50.7K
MAM
1471
Morse Asset Management
Connecticut
$50.3K
QWM
1472
Quaker Wealth Management
New Jersey
$49.3K
GK
1473
Graney & King
New York
$49.3K
BONH
1474
Bank of New Hampshire
New Hampshire
$48.3K
CB
1475
Community Bank
New York
$47.7K