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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
FCAS
1476
First Command Advisory Services
Texas
$60.4K
VC
1477
Vestor Capital
Illinois
$60K
CWM
1478
Consultiva Wealth Management
Puerto Rico
$59.8K
Q1WB
1479
Quest 10 Wealth Builders
Virginia
$58.1K
CPG
1480
Cornerstone Planning Group
New Jersey
$55.2K
TCM
1481
TruNorth Capital Management
Michigan
$54.5K
GWP
1482
Gen-Wealth Partners
Michigan
$53K
JWM
1483
JPL Wealth Management
Colorado
$53K
C
1484
Covestor
United Kingdom
$52K
HFM
1485
Hartford Financial Management
Connecticut
$51.3K
CAM
1486
Creekmur Asset Management
Illinois
$50.9K
WPA
1487
Wealth Preservation Advisors
Tennessee
$50.7K
MAM
1488
Morse Asset Management
Connecticut
$50.3K
QWM
1489
Quaker Wealth Management
New Jersey
$49.3K
GK
1490
Graney & King
New York
$49.3K
BONH
1491
Bank of New Hampshire
New Hampshire
$48.3K
CB
1492
Community Bank
New York
$47.7K
CCA
1493
Catalyst Capital Advisors
New York
$47.3K
DF
1494
Dunhill Financial
United Kingdom
$46.6K
RA
1495
Rise Advisors
New York
$46.5K
MEG
1496
Millstone Evans Group
Colorado
$45.8K
EAM
1497
Empirical Asset Management
Massachusetts
$45.5K
PK
1498
Pflug Koory
Nebraska
$44.8K
WIM
1499
Westside Investment Management
California
$44.7K
OAJ
1500
Ogorek Anthony Joseph
New York
$44K