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Bank of New York Mellon

1,635 hedge funds and large institutions have $63.8B invested in Bank of New York Mellon in 2025 Q3 according to their latest regulatory filings, with 206 funds opening new positions, 570 increasing their positions, 591 reducing their positions, and 97 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: $

6% more funds holding

Funds holding: 1,5461,635 (+89)

0.45% less ownership

Funds ownership: 83.51%83.05% (-0.45%)

4% less repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 591

Holders
1,635
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 +$624M
2 +$213M
3 +$213M
4
Ameriprise
Ameriprise
Minnesota
+$208M
5
JP Morgan Chase
JP Morgan Chase
New York
+$111M

Top Sellers

1 -$283M
2 -$229M
3 -$156M
4
N
Nuveen
North Carolina
-$155M
5
Harris Associates
Harris Associates
Illinois
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1576
Abound Wealth Management
Tennessee
$7.63K
APW
1577
Atlantic Private Wealth
North Carolina
$7.63K
EWP
1578
Elevation Wealth Partners
California
$7.52K
VWWMG
1579
Vermillion & White Wealth Management Group
Pennsylvania
$7.3K
FGAM
1580
Financial Gravity Asset Management
Texas
$6.5K
PPC
1581
Park Place Capital
Alabama
$6.43K
RWA
1582
Redmont Wealth Advisors
Illinois
$6.1K
FC
1583
Financial Consulate
Maryland
$5.67K
ACM
1584
Accent Capital Management
Ohio
$5.56K
GFWA
1585
Grey Fox Wealth Advisors
Delaware
$5.34K
KFI
1586
Key Financial Inc
Pennsylvania
$5.02K
AWM
1587
Activest Wealth Management
Florida
$4.9K
PA
1588
Pineridge Advisors
Missouri
$4.79K
WW
1589
Winnow Wealth
Texas
$4.69K
TFG
1590
Team Financial Group
California
$4.6K
HHGA
1591
Halbert Hargrove Global Advisors
California
$4.58K
AG
1592
AmeriFlex Group
Nevada
$4.36K
PWA
1593
Principia Wealth Advisory
Texas
$4.25K
API
1594
Asset Planning Inc
California
$4.03K
AP
1595
Aspect Partners
Virginia
$4.03K
VWM
1596
Vermillion Wealth Management
Minnesota
$3.92K
CCMI
1597
Creative Capital Management Investments
California
$3.92K
GA
1598
Guerra Advisors
Florida
$3.71K
GSWM
1599
Golden State Wealth Management
California
$3.27K
BI
1600
Binnacle Investments
Iowa
$3.27K