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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
VWM
1576
Vermillion Wealth Management
Minnesota
$3.92K
CCMI
1577
Creative Capital Management Investments
California
$3.92K
GA
1578
Guerra Advisors
Florida
$3.71K
GSWM
1579
Golden State Wealth Management
California
$3.27K
BI
1580
Binnacle Investments
Iowa
$3.27K
CIAS
1581
CBIZ Investment Advisory Services
Ohio
$3.16K
PAI
1582
Pittenger & Anderson Inc
Nebraska
$3.05K
PAM
1583
Palisade Asset Management
Minnesota
$3.05K
FNWA
1584
Financial Network Wealth Advisors
Utah
$2.83K
W
1585
WealthCollab
Washington
$2.72K
KA
1586
Kozak & Associates
Colorado
$2.7K
HIA
1587
HFM Investment Advisors
New Jersey
$2.62K
CAC
1588
Core Alternative Capital
Georgia
$2.4K
NL
1589
NVWM LLC
Pennsylvania
$2.07K
MA
1590
Montag & Associates
Georgia
$1.85K
FMP
1591
Financial Management Professionals
Texas
$1.85K
WA
1592
WestEnd Advisors
North Carolina
$1.74K
TCA
1593
Trifecta Capital Advisors
Illinois
$1.64K
CFS
1594
CGC Financial Services
Oregon
$1.63K
CIM
1595
Contravisory Investment Management
Massachusetts
$1.52K
MWM
1596
Mascoma Wealth Management
New Hampshire
$1.31K
ACA
1597
American Capital Advisory
Idaho
$1.2K
HC
1598
Hurley Capital
New York
$1.09K
TPBG
1599
Turning Point Benefit Group
Maryland
$1.07K
CA
1600
Centerpoint Advisors
Massachusetts
$1K