BK icon

Bank of New York Mellon

1,621 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: 1,5441,621 (+77)

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
1,621
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
PA
1576
Pineridge Advisors
Missouri
$4.79K
WW
1577
Winnow Wealth
Texas
$4.69K
TFG
1578
Team Financial Group
California
$4.6K
HHGA
1579
Halbert Hargrove Global Advisors
California
$4.58K
AG
1580
AmeriFlex Group
Nevada
$4.36K
API
1581
Asset Planning Inc
California
$4.03K
AP
1582
Aspect Partners
Virginia
$4.03K
VWM
1583
Vermillion Wealth Management
Minnesota
$3.92K
CCMI
1584
Creative Capital Management Investments
California
$3.92K
GA
1585
Guerra Advisors
Florida
$3.71K
GSWM
1586
Golden State Wealth Management
California
$3.27K
BI
1587
Binnacle Investments
Iowa
$3.27K
CIAS
1588
CBIZ Investment Advisory Services
Ohio
$3.16K
PAI
1589
Pittenger & Anderson Inc
Nebraska
$3.05K
PAM
1590
Palisade Asset Management
Minnesota
$3.05K
FNWA
1591
Financial Network Wealth Advisors
Utah
$2.83K
W
1592
WealthCollab
Washington
$2.72K
KA
1593
Kozak & Associates
Colorado
$2.7K
HIA
1594
HFM Investment Advisors
New Jersey
$2.62K
CAC
1595
Core Alternative Capital
Georgia
$2.4K
NL
1596
NVWM LLC
Pennsylvania
$2.07K
MA
1597
Montag & Associates
Georgia
$1.85K
FMP
1598
Financial Management Professionals
Texas
$1.85K
WA
1599
WestEnd Advisors
North Carolina
$1.74K
TCA
1600
Trifecta Capital Advisors
Illinois
$1.64K