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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
CIAS
1601
CBIZ Investment Advisory Services
Ohio
$3.16K
PAM
1602
Palisade Asset Management
Minnesota
$3.05K
PAI
1603
Pittenger & Anderson Inc
Nebraska
$3.05K
FNWA
1604
Financial Network Wealth Advisors
Utah
$2.83K
W
1605
WealthCollab
Washington
$2.72K
KA
1606
Kozak & Associates
Colorado
$2.7K
SA
1607
Scarborough Advisors
Maryland
$2.68K
HIA
1608
HFM Investment Advisors
New Jersey
$2.62K
CAC
1609
Core Alternative Capital
Georgia
$2.4K
NL
1610
NVWM LLC
Pennsylvania
$2.07K
MA
1611
Montag & Associates
Georgia
$1.85K
FMP
1612
Financial Management Professionals
Texas
$1.85K
WA
1613
WestEnd Advisors
North Carolina
$1.74K
TCA
1614
Trifecta Capital Advisors
Illinois
$1.64K
CFS
1615
CGC Financial Services
Oregon
$1.63K
CIM
1616
Contravisory Investment Management
Massachusetts
$1.52K
MWM
1617
Mascoma Wealth Management
New Hampshire
$1.31K
ACA
1618
American Capital Advisory
Idaho
$1.2K
HC
1619
Hurley Capital
New York
$1.09K
TPBG
1620
Turning Point Benefit Group
Maryland
$1.07K
RBC
1621
Roble Belko & Company
Pennsylvania
$1K
CA
1622
Centerpoint Advisors
Massachusetts
$1K
SFCL
1623
Strengthening Families & Communities LLC
Massachusetts
$986
SA
1624
Seneschal Advisors
Washington
$981
SHIM
1625
Stone House Investment Management
Pennsylvania
$872