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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
FNWA
1576
Financial Network Wealth Advisors
Utah
$2.83K
W
1577
WealthCollab
Washington
$2.72K
KA
1578
Kozak & Associates
Colorado
$2.7K
HIA
1579
HFM Investment Advisors
New Jersey
$2.62K
CAC
1580
Core Alternative Capital
Georgia
$2.4K
NL
1581
NVWM LLC
Pennsylvania
$2.07K
MA
1582
Montag & Associates
Georgia
$1.85K
FMP
1583
Financial Management Professionals
Texas
$1.85K
WA
1584
WestEnd Advisors
North Carolina
$1.74K
TCA
1585
Trifecta Capital Advisors
Illinois
$1.64K
CFS
1586
CGC Financial Services
Oregon
$1.63K
CIM
1587
Contravisory Investment Management
Massachusetts
$1.52K
MWM
1588
Mascoma Wealth Management
New Hampshire
$1.31K
ACA
1589
American Capital Advisory
Idaho
$1.2K
HC
1590
Hurley Capital
New York
$1.09K
TPBG
1591
Turning Point Benefit Group
Maryland
$1.07K
CA
1592
Centerpoint Advisors
Massachusetts
$1K
RBC
1593
Roble Belko & Company
Pennsylvania
$1K
SFCL
1594
Strengthening Families & Communities LLC
Massachusetts
$986
SA
1595
Seneschal Advisors
Washington
$981
SHIM
1596
Stone House Investment Management
Pennsylvania
$872
AT
1597
Avalon Trust
New Mexico
$872
IAS
1598
IMA Advisory Services
Colorado
$763
EFMH
1599
E Fund Management (HK)
Hong Kong
$545
BIM
1600
Breakwater Investment Management
Washington
$545