BK icon

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
BFS
1551
Bare Financial Services
Pennsylvania
$9.37K
FUBT
1552
First United Bank & Trust
Maryland
$9.37K
HNW
1553
High Note Wealth
Minnesota
$8.61K
HFS
1554
Hughes Financial Services
Virginia
$8.43K
DWM
1555
Dogwood Wealth Management
Kansas
$8.17K
BCPWM
1556
Bradley & Co Private Wealth Management
Florida
$7.74K
AWM
1557
Abound Wealth Management
Tennessee
$7.63K
APW
1558
Atlantic Private Wealth
North Carolina
$7.63K
EWP
1559
Elevation Wealth Partners
California
$7.52K
VWWMG
1560
Vermillion & White Wealth Management Group
Pennsylvania
$7.3K
FGAM
1561
Financial Gravity Asset Management
Texas
$6.5K
PPC
1562
Park Place Capital
Alabama
$6.43K
RWA
1563
Redmont Wealth Advisors
Illinois
$6.1K
FC
1564
Financial Consulate
Maryland
$5.67K
ACM
1565
Accent Capital Management
Ohio
$5.56K
GFWA
1566
Grey Fox Wealth Advisors
Delaware
$5.34K
KFI
1567
Key Financial Inc
Pennsylvania
$5.02K
AWM
1568
Activest Wealth Management
Florida
$4.9K
PA
1569
Pineridge Advisors
Missouri
$4.79K
WW
1570
Winnow Wealth
Texas
$4.69K
TFG
1571
Team Financial Group
California
$4.6K
HHGA
1572
Halbert Hargrove Global Advisors
California
$4.58K
AG
1573
AmeriFlex Group
Nevada
$4.36K
API
1574
Asset Planning Inc
California
$4.03K
AP
1575
Aspect Partners
Virginia
$4.03K