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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
WW
1576
Winnow Wealth
Texas
$4.69K
TFG
1577
Team Financial Group
California
$4.6K
HHGA
1578
Halbert Hargrove Global Advisors
California
$4.58K
AG
1579
AmeriFlex Group
Nevada
$4.36K
API
1580
Asset Planning Inc
California
$4.03K
AP
1581
Aspect Partners
Virginia
$4.03K
VWM
1582
Vermillion Wealth Management
Minnesota
$3.92K
CCMI
1583
Creative Capital Management Investments
California
$3.92K
GA
1584
Guerra Advisors
Florida
$3.71K
GSWM
1585
Golden State Wealth Management
California
$3.27K
BI
1586
Binnacle Investments
Iowa
$3.27K
CIAS
1587
CBIZ Investment Advisory Services
Ohio
$3.16K
PAI
1588
Pittenger & Anderson Inc
Nebraska
$3.05K
PAM
1589
Palisade Asset Management
Minnesota
$3.05K
FNWA
1590
Financial Network Wealth Advisors
Utah
$2.83K
W
1591
WealthCollab
Washington
$2.72K
KA
1592
Kozak & Associates
Colorado
$2.7K
HIA
1593
HFM Investment Advisors
New Jersey
$2.62K
CAC
1594
Core Alternative Capital
Georgia
$2.4K
NL
1595
NVWM LLC
Pennsylvania
$2.07K
MA
1596
Montag & Associates
Georgia
$1.85K
FMP
1597
Financial Management Professionals
Texas
$1.85K
WA
1598
WestEnd Advisors
North Carolina
$1.74K
TCA
1599
Trifecta Capital Advisors
Illinois
$1.64K
CFS
1600
CGC Financial Services
Oregon
$1.63K