BK icon

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
FPB
1551
First PREMIER Bank
South Dakota
$11K
CCM
1552
Cloud Capital Management
Washington
$11K
GIM
1553
Gold Investment Management
Alberta, Canada
$10.9K
MAM
1554
Marquette Asset Management
Minnesota
$10.4K
SC
1555
Solstein Capital
California
$10.1K
PSB
1556
Piscataqua Savings Bank
New Hampshire
$9.7K
BFS
1557
Bare Financial Services
Pennsylvania
$9.37K
FUBT
1558
First United Bank & Trust
Maryland
$9.37K
HNW
1559
High Note Wealth
Minnesota
$8.61K
HFS
1560
Hughes Financial Services
Virginia
$8.43K
DWM
1561
Dogwood Wealth Management
Kansas
$8.17K
BCPWM
1562
Bradley & Co Private Wealth Management
Florida
$7.74K
AWM
1563
Abound Wealth Management
Tennessee
$7.63K
APW
1564
Atlantic Private Wealth
North Carolina
$7.63K
EWP
1565
Elevation Wealth Partners
California
$7.52K
VWWMG
1566
Vermillion & White Wealth Management Group
Pennsylvania
$7.3K
FGAM
1567
Financial Gravity Asset Management
Texas
$6.5K
PPC
1568
Park Place Capital
Alabama
$6.43K
RWA
1569
Redmont Wealth Advisors
Illinois
$6.1K
FC
1570
Financial Consulate
Maryland
$5.67K
ACM
1571
Accent Capital Management
Ohio
$5.56K
GFWA
1572
Grey Fox Wealth Advisors
Delaware
$5.34K
KFI
1573
Key Financial Inc
Pennsylvania
$5.02K
AWM
1574
Activest Wealth Management
Florida
$4.9K
PA
1575
Pineridge Advisors
Missouri
$4.79K