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Bank of New York Mellon

1,634 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: 1,5451,634 (+89)

0.45% less ownership

Funds ownership: 83.51%83.06% (-0.45%)

4% less repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 591

Holders
1,634
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
PAI
1601
Pittenger & Anderson Inc
Nebraska
$3.05K
PAM
1602
Palisade Asset Management
Minnesota
$3.05K
FNWA
1603
Financial Network Wealth Advisors
Utah
$2.83K
W
1604
WealthCollab
Washington
$2.72K
KA
1605
Kozak & Associates
Colorado
$2.7K
SA
1606
Scarborough Advisors
Maryland
$2.68K
HIA
1607
HFM Investment Advisors
New Jersey
$2.62K
CAC
1608
Core Alternative Capital
Georgia
$2.4K
NL
1609
NVWM LLC
Pennsylvania
$2.07K
MA
1610
Montag & Associates
Georgia
$1.85K
FMP
1611
Financial Management Professionals
Texas
$1.85K
WA
1612
WestEnd Advisors
North Carolina
$1.74K
TCA
1613
Trifecta Capital Advisors
Illinois
$1.64K
CFS
1614
CGC Financial Services
Oregon
$1.63K
CIM
1615
Contravisory Investment Management
Massachusetts
$1.52K
MWM
1616
Mascoma Wealth Management
New Hampshire
$1.31K
ACA
1617
American Capital Advisory
Idaho
$1.2K
HC
1618
Hurley Capital
New York
$1.09K
TPBG
1619
Turning Point Benefit Group
Maryland
$1.07K
RBC
1620
Roble Belko & Company
Pennsylvania
$1K
CA
1621
Centerpoint Advisors
Massachusetts
$1K
SFCL
1622
Strengthening Families & Communities LLC
Massachusetts
$986
SA
1623
Seneschal Advisors
Washington
$981
SHIM
1624
Stone House Investment Management
Pennsylvania
$872
AT
1625
Avalon Trust
New Mexico
$872