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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
WPA
1476
Wealth Preservation Advisors
Tennessee
$50.7K
MAM
1477
Morse Asset Management
Connecticut
$50.3K
QWM
1478
Quaker Wealth Management
New Jersey
$49.3K
GK
1479
Graney & King
New York
$49.3K
BONH
1480
Bank of New Hampshire
New Hampshire
$48.3K
CB
1481
Community Bank
New York
$47.7K
CCA
1482
Catalyst Capital Advisors
New York
$47.3K
DF
1483
Dunhill Financial
United Kingdom
$46.6K
RA
1484
Rise Advisors
New York
$46.5K
MEG
1485
Millstone Evans Group
Colorado
$45.8K
EAM
1486
Empirical Asset Management
Massachusetts
$45.5K
PK
1487
Pflug Koory
Nebraska
$44.8K
WIM
1488
Westside Investment Management
California
$44.7K
OAJ
1489
Ogorek Anthony Joseph
New York
$44K
OCM
1490
Orion Capital Management
California
$43.8K
KLWA
1491
Kelly Lawrence W & Associates
California
$43.6K
LC
1492
Lavaca Capital
Texas
$43.6K
GKIM
1493
GW&K Investment Management
Massachusetts
$43K
CAL
1494
Capital Advisors Ltd
Ohio
$42K
VEA
1495
Virtus ETF Advisers
New York
$40.9K
UCB
1496
United Community Bank
South Carolina
$37.3K
NECFA
1497
New England Capital Financial Advisors
Connecticut
$36.7K
OP
1498
ORG Partners
Indiana
$35.6K
PAM
1499
Parvin Asset Management
South Dakota
$35.1K
ABWM
1500
Alpine Bank Wealth Management
Colorado
$32.7K