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Bank of New York Mellon

1,606 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, 564 increasing their positions, 577 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: $

4% more funds holding

Funds holding: 1,5391,606 (+67)

0.48% less ownership

Funds ownership: 83.44%82.95% (-0.48%)

2% less repeat investments, than reductions

Existing positions increased: 564 | Existing positions reduced: 577

Holders
1,606
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
EWP
1551
Elevation Wealth Partners
California
$7.52K
VWWMG
1552
Vermillion & White Wealth Management Group
Pennsylvania
$7.3K
FGAM
1553
Financial Gravity Asset Management
Texas
$6.5K
PPC
1554
Park Place Capital
Alabama
$6.43K
RWA
1555
Redmont Wealth Advisors
Illinois
$6.1K
FC
1556
Financial Consulate
Maryland
$5.67K
ACM
1557
Accent Capital Management
Ohio
$5.56K
GFWA
1558
Grey Fox Wealth Advisors
Delaware
$5.34K
KFI
1559
Key Financial Inc
Pennsylvania
$5.02K
AWM
1560
Activest Wealth Management
Florida
$4.9K
PA
1561
Pineridge Advisors
Missouri
$4.79K
WW
1562
Winnow Wealth
Texas
$4.69K
TFG
1563
Team Financial Group
California
$4.6K
HHGA
1564
Halbert Hargrove Global Advisors
California
$4.58K
AG
1565
AmeriFlex Group
Nevada
$4.36K
API
1566
Asset Planning Inc
California
$4.03K
AP
1567
Aspect Partners
Virginia
$4.03K
VWM
1568
Vermillion Wealth Management
Minnesota
$3.92K
CCMI
1569
Creative Capital Management Investments
California
$3.92K
GA
1570
Guerra Advisors
Florida
$3.71K
GSWM
1571
Golden State Wealth Management
California
$3.27K
BI
1572
Binnacle Investments
Iowa
$3.27K
CIAS
1573
CBIZ Investment Advisory Services
Ohio
$3.16K
PAI
1574
Pittenger & Anderson Inc
Nebraska
$3.05K
PAM
1575
Palisade Asset Management
Minnesota
$3.05K