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Bank of New York Mellon

1,621 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: 1,5441,621 (+77)

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
1,621
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
DSC
1451
Duncker Streett & Co
Missouri
$81.7K
SGK
1452
Steigerwald Gordon & Koch
Virginia
$81.7K
TWD
1453
True Wealth Design
Ohio
$79.9K
NRG
1454
Nemes Rush Group
Michigan
$78.6K
CT
1455
Clearstead Trust
Maine
$77.3K
CWP
1456
Concord Wealth Partners
Virginia
$76.8K
SN
1457
Sittner & Nelson
Oregon
$76.3K
TFM
1458
TFC Financial Management
Massachusetts
$75.9K
HWA
1459
HHM Wealth Advisors
Tennessee
$73K
FFO
1460
Fortitude Family Office
Arizona
$67.7K
ATC
1461
Adirondack Trust Company
New York
$66.4K
AEPWM
1462
Atlantic Edge Private Wealth Management
Florida
$66.2K
OIA
1463
Optimum Investment Advisors
Illinois
$65.4K
PWAM
1464
Private Wealth Asset Management
Iowa
$65K
LI
1465
LRI Investments
Florida
$60.7K
FCAS
1466
First Command Advisory Services
Texas
$60.4K
VC
1467
Vestor Capital
Illinois
$60K
CWM
1468
Consultiva Wealth Management
Puerto Rico
$59.8K
Q1WB
1469
Quest 10 Wealth Builders
Virginia
$58.1K
CPG
1470
Cornerstone Planning Group
New Jersey
$55.2K
TCM
1471
TruNorth Capital Management
Michigan
$54.5K
GWP
1472
Gen-Wealth Partners
Michigan
$53K
JWM
1473
JPL Wealth Management
Colorado
$53K
C
1474
Covestor
United Kingdom
$52K
HFM
1475
Hartford Financial Management
Connecticut
$51.3K