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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
OCM
1501
Orion Capital Management
California
$43.8K
KLWA
1502
Kelly Lawrence W & Associates
California
$43.6K
LC
1503
Lavaca Capital
Texas
$43.6K
GKIM
1504
GW&K Investment Management
Massachusetts
$43K
CAL
1505
Capital Advisors Ltd
Ohio
$42K
UCB
1506
United Community Bank
South Carolina
$37.3K
NECFA
1507
New England Capital Financial Advisors
Connecticut
$36.7K
OP
1508
ORG Partners
Indiana
$35.6K
PAM
1509
Parvin Asset Management
South Dakota
$35.1K
ABWM
1510
Alpine Bank Wealth Management
Colorado
$32.7K
VWM
1511
Valley Wealth Managers
New Jersey
$32.7K
HBW
1512
Hazlett, Burt & Watson
West Virginia
$32K
WWM
1513
Wolff Wiese Magana
California
$31.3K
PP
1514
PFS Partners
New Jersey
$30.8K
PWMG
1515
Private Wealth Management Group
New Jersey
$30.4K
NWM
1516
Nova Wealth Management
Florida
$28.7K
VWA
1517
Valued Wealth Advisors
Utah
$27.3K
RWS
1518
Retirement Wealth Solutions
Wisconsin
$26.5K
SVCP
1519
Silicon Valley Capital Partners
California
$25.4K
HI
1520
Hoey Investments
Pennsylvania
$24.5K
NEWAS
1521
N.E.W. Advisory Services
Wisconsin
$24K
HNB
1522
Hilltop National Bank
Wyoming
$23.5K
TC
1523
Truvestments Capital
Florida
$23.2K
AW
1524
Avion Wealth
Texas
$23K
AP
1525
Atwood & Palmer
Missouri
$22.9K