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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
FCT
1451
First Community Trust
Iowa
$94.4K
UOTTAIMCU
1452
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$92.6K
AWM
1453
AllSquare Wealth Management
New York
$91.5K
JFGIW
1454
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K
HC
1455
Hara Capital
Washington
$84.4K
SCM
1456
Silvant Capital Management
Georgia
$84.3K
BG
1457
Bollard Group
Massachusetts
$83K
ADL
1458
Asset Dedication LLC
California
$82.7K
APW
1459
Aventura Private Wealth
Florida
$82K
SWIM
1460
Smallwood Wealth Investment Management
New Jersey
$81.9K
DSC
1461
Duncker Streett & Co
Missouri
$81.7K
SGK
1462
Steigerwald Gordon & Koch
Virginia
$81.7K
TWD
1463
True Wealth Design
Ohio
$79.9K
NRG
1464
Nemes Rush Group
Michigan
$78.6K
CT
1465
Clearstead Trust
Maine
$77.3K
CWP
1466
Concord Wealth Partners
Virginia
$76.8K
SN
1467
Sittner & Nelson
Oregon
$76.3K
TFM
1468
TFC Financial Management
Massachusetts
$75.9K
HWA
1469
HHM Wealth Advisors
Tennessee
$73K
FFO
1470
Fortitude Family Office
Arizona
$67.7K
ATC
1471
Adirondack Trust Company
New York
$66.4K
AEPWM
1472
Atlantic Edge Private Wealth Management
Florida
$66.2K
OIA
1473
Optimum Investment Advisors
Illinois
$65.4K
PWAM
1474
Private Wealth Asset Management
Iowa
$65K
LI
1475
LRI Investments
Florida
$60.7K