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Bank of New York Mellon

1,621 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: 1,5441,621 (+77)

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
1,621
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
IWM
1551
IMG Wealth Management
Florida
$11.1K
FPB
1552
First PREMIER Bank
South Dakota
$11K
CCM
1553
Cloud Capital Management
Washington
$11K
GIM
1554
Gold Investment Management
Alberta, Canada
$10.9K
MAM
1555
Marquette Asset Management
Minnesota
$10.4K
SC
1556
Solstein Capital
California
$10.1K
PSB
1557
Piscataqua Savings Bank
New Hampshire
$9.7K
BFS
1558
Bare Financial Services
Pennsylvania
$9.37K
FUBT
1559
First United Bank & Trust
Maryland
$9.37K
HNW
1560
High Note Wealth
Minnesota
$8.61K
HFS
1561
Hughes Financial Services
Virginia
$8.43K
DWM
1562
Dogwood Wealth Management
Kansas
$8.17K
BCPWM
1563
Bradley & Co Private Wealth Management
Florida
$7.74K
AWM
1564
Abound Wealth Management
Tennessee
$7.63K
APW
1565
Atlantic Private Wealth
North Carolina
$7.63K
EWP
1566
Elevation Wealth Partners
California
$7.52K
VWWMG
1567
Vermillion & White Wealth Management Group
Pennsylvania
$7.3K
FGAM
1568
Financial Gravity Asset Management
Texas
$6.5K
PPC
1569
Park Place Capital
Alabama
$6.43K
RWA
1570
Redmont Wealth Advisors
Illinois
$6.1K
FC
1571
Financial Consulate
Maryland
$5.67K
ACM
1572
Accent Capital Management
Ohio
$5.56K
GFWA
1573
Grey Fox Wealth Advisors
Delaware
$5.34K
KFI
1574
Key Financial Inc
Pennsylvania
$5.02K
AWM
1575
Activest Wealth Management
Florida
$4.9K