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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
IP
1526
Isthmus Partners
Wisconsin
$18.3K
RTL
1527
Red Tortoise LLC
Georgia
$18.2K
PWA
1528
Physician Wealth Advisors
Utah
$18K
HFS
1529
Horizon Financial Services
North Carolina
$18K
GTAM
1530
Global Trust Asset Management
Florida
$17.9K
NC
1531
North Capital
Utah
$16.7K
KFA
1532
Kelleher Financial Advisors
New York
$16.7K
HHMI
1533
Howard Hughes Medical Institute
Maryland
$16.6K
AIM
1534
Access Investment Management
Georgia
$16.3K
T. Rowe Price Investment Management
1535
T. Rowe Price Investment Management
Maryland
$16K
WCM
1536
Westend Capital Management
California
$15.4K
FFL
1537
Financial Freedom LLC
Ohio
$15.3K
HWP
1538
Highline Wealth Partners
California
$15K
MTIC
1539
Missouri Trust & Investment Company
Missouri
$14.7K
MA
1540
MCF Advisors
Kentucky
$14.7K
CTB
1541
Country Trust Bank
Illinois
$14.6K
CA
1542
Crewe Advisors
Utah
$13.6K
MSWM
1543
Mowery & Schoenfeld Wealth Management
Illinois
$12.6K
BWL
1544
Bogart Wealth LLC
Virginia
$12.4K
SIC
1545
SJS Investment Consulting
Ohio
$12.1K
BAM
1546
Bellevue Asset Management
Washington
$11.9K
ITFISA
1547
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$11.7K
IWP
1548
IAG Wealth Partners
Wisconsin
$11.2K
TC
1549
Trust Company
Kansas
$11.1K
IWM
1550
IMG Wealth Management
Florida
$11.1K