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Bank of New York Mellon

1,606 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, 564 increasing their positions, 577 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: $

4% more funds holding

Funds holding: 1,5391,606 (+67)

0.48% less ownership

Funds ownership: 83.44%82.95% (-0.48%)

2% less repeat investments, than reductions

Existing positions increased: 564 | Existing positions reduced: 577

Holders
1,606
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
AP
1501
Atwood & Palmer
Missouri
$22.9K
RF
1502
Rossby Financial
Florida
$22.4K
S
1503
Sachetta
Massachusetts
$21K
PB
1504
Pinnacle Bancorp
Nebraska
$20.4K
LIA
1505
Luken Investment Analytics
Tennessee
$20K
SIC
1506
Salem Investment Counselors
North Carolina
$20K
RFS
1507
Richardson Financial Services
Massachusetts
$19.6K
CIAM
1508
Caitong International Asset Management
Hong Kong
$18.9K
FC
1509
Fairscale Capital
New Hampshire
$18.5K
CFD
1510
Creative Financial Designs
Indiana
$18.5K
CTA
1511
Colonial Trust Advisors
South Carolina
$18.4K
IP
1512
Isthmus Partners
Wisconsin
$18.3K
RTL
1513
Red Tortoise LLC
Georgia
$18.2K
PWA
1514
Physician Wealth Advisors
Utah
$18K
HFS
1515
Horizon Financial Services
North Carolina
$18K
GTAM
1516
Global Trust Asset Management
Florida
$17.9K
NC
1517
North Capital
Utah
$16.7K
KFA
1518
Kelleher Financial Advisors
New York
$16.7K
HHMI
1519
Howard Hughes Medical Institute
Maryland
$16.6K
AIM
1520
Access Investment Management
Georgia
$16.3K
T. Rowe Price Investment Management
1521
T. Rowe Price Investment Management
Maryland
$16K
WCM
1522
Westend Capital Management
California
$15.4K
FFL
1523
Financial Freedom LLC
Ohio
$15.3K
HWP
1524
Highline Wealth Partners
California
$15K
MTIC
1525
Missouri Trust & Investment Company
Missouri
$14.7K