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Bank of New York Mellon

1,614 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 205 funds opening new positions, 565 increasing their positions, 582 reducing their positions, and 96 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: 1,5421,614 (+72)

0.46% less ownership

Funds ownership: 83.45%82.99% (-0.46%)

3% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 582

Holders
1,614
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
VWA
1501
Valued Wealth Advisors
Utah
$27.3K
RWS
1502
Retirement Wealth Solutions
Wisconsin
$26.5K
SVCP
1503
Silicon Valley Capital Partners
California
$25.4K
HI
1504
Hoey Investments
Pennsylvania
$24.5K
NEWAS
1505
N.E.W. Advisory Services
Wisconsin
$24K
HNB
1506
Hilltop National Bank
Wyoming
$23.5K
TC
1507
Truvestments Capital
Florida
$23.2K
AW
1508
Avion Wealth
Texas
$23K
AP
1509
Atwood & Palmer
Missouri
$22.9K
RF
1510
Rossby Financial
Florida
$22.4K
S
1511
Sachetta
Massachusetts
$21K
PB
1512
Pinnacle Bancorp
Nebraska
$20.4K
LIA
1513
Luken Investment Analytics
Tennessee
$20K
SIC
1514
Salem Investment Counselors
North Carolina
$20K
RFS
1515
Richardson Financial Services
Massachusetts
$19.6K
CIAM
1516
Caitong International Asset Management
Hong Kong
$18.9K
FC
1517
Fairscale Capital
New Hampshire
$18.5K
CFD
1518
Creative Financial Designs
Indiana
$18.5K
CTA
1519
Colonial Trust Advisors
South Carolina
$18.4K
IP
1520
Isthmus Partners
Wisconsin
$18.3K
RTL
1521
Red Tortoise LLC
Georgia
$18.2K
PWA
1522
Physician Wealth Advisors
Utah
$18K
HFS
1523
Horizon Financial Services
North Carolina
$18K
GTAM
1524
Global Trust Asset Management
Florida
$17.9K
NC
1525
North Capital
Utah
$16.7K