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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
SGK
1451
Steigerwald Gordon & Koch
Virginia
$81.7K
TWD
1452
True Wealth Design
Ohio
$79.9K
NRG
1453
Nemes Rush Group
Michigan
$78.6K
CT
1454
Clearstead Trust
Maine
$77.3K
CWP
1455
Concord Wealth Partners
Virginia
$76.8K
SN
1456
Sittner & Nelson
Oregon
$76.3K
TFM
1457
TFC Financial Management
Massachusetts
$75.9K
HWA
1458
HHM Wealth Advisors
Tennessee
$73K
FFO
1459
Fortitude Family Office
Arizona
$67.7K
ATC
1460
Adirondack Trust Company
New York
$66.4K
AEPWM
1461
Atlantic Edge Private Wealth Management
Florida
$66.2K
OIA
1462
Optimum Investment Advisors
Illinois
$65.4K
PWAM
1463
Private Wealth Asset Management
Iowa
$65K
LI
1464
LRI Investments
Florida
$60.7K
FCAS
1465
First Command Advisory Services
Texas
$60.4K
VC
1466
Vestor Capital
Illinois
$60K
CWM
1467
Consultiva Wealth Management
Puerto Rico
$59.8K
Q1WB
1468
Quest 10 Wealth Builders
Virginia
$58.1K
CPG
1469
Cornerstone Planning Group
New Jersey
$55.2K
TCM
1470
TruNorth Capital Management
Michigan
$54.5K
GWP
1471
Gen-Wealth Partners
Michigan
$53K
JWM
1472
JPL Wealth Management
Colorado
$53K
C
1473
Covestor
United Kingdom
$52K
HFM
1474
Hartford Financial Management
Connecticut
$51.3K
CAM
1475
Creekmur Asset Management
Illinois
$50.9K