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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
VWM
1501
Valley Wealth Managers
New Jersey
$32.7K
HBW
1502
Hazlett, Burt & Watson
West Virginia
$32K
WWM
1503
Wolff Wiese Magana
California
$31.3K
PP
1504
PFS Partners
New Jersey
$30.8K
PWMG
1505
Private Wealth Management Group
New Jersey
$30.4K
NWM
1506
Nova Wealth Management
Florida
$28.7K
VWA
1507
Valued Wealth Advisors
Utah
$27.3K
RWS
1508
Retirement Wealth Solutions
Wisconsin
$26.5K
SVCP
1509
Silicon Valley Capital Partners
California
$25.4K
HI
1510
Hoey Investments
Pennsylvania
$24.5K
NEWAS
1511
N.E.W. Advisory Services
Wisconsin
$24K
HNB
1512
Hilltop National Bank
Wyoming
$23.5K
TC
1513
Truvestments Capital
Florida
$23.2K
AW
1514
Avion Wealth
Texas
$23K
AP
1515
Atwood & Palmer
Missouri
$22.9K
RF
1516
Rossby Financial
Florida
$22.4K
S
1517
Sachetta
Massachusetts
$21K
PB
1518
Pinnacle Bancorp
Nebraska
$20.4K
LIA
1519
Luken Investment Analytics
Tennessee
$20K
SIC
1520
Salem Investment Counselors
North Carolina
$20K
RFS
1521
Richardson Financial Services
Massachusetts
$19.6K
CIAM
1522
Caitong International Asset Management
Hong Kong
$18.9K
FC
1523
Fairscale Capital
New Hampshire
$18.5K
CFD
1524
Creative Financial Designs
Indiana
$18.5K
CTA
1525
Colonial Trust Advisors
South Carolina
$18.4K