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Bank of New York Mellon

1,606 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 205 funds opening new positions, 564 increasing their positions, 577 reducing their positions, and 96 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: $

4% more funds holding

Funds holding: 1,5391,606 (+67)

0.48% less ownership

Funds ownership: 83.44%82.95% (-0.48%)

2% less repeat investments, than reductions

Existing positions increased: 564 | Existing positions reduced: 577

Holders
1,606
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
1651
Waterfront Wealth
Kansas
NWAG
1652
Net Worth Advisory Group
Utah
MIM
1653
Morningstar Investment Management
Illinois
IA
1654
Integrity Alliance
Iowa
CAG
1655
Csenge Advisory Group
Florida
IC
1656
Iconiq Capital
California
HIP
1657
HUB Investment Partners
Texas
MPM
1658
MBB Public Markets
Illinois
BAWM
1659
Bennett Associates Wealth Management
Pennsylvania
AC
1660
ASB Consultores
Florida
TA
1661
TFB Advisors
Kansas
AL
1662
Arnhold LLC
New York
CWMK
1663
Caliber Wealth Management (Kansas)
Kansas
MM
1664
MQS Management
New York
AA
1665
Armis Advisers
Georgia
PCP
1666
Proficio Capital Partners
Massachusetts
PSFG
1667
Park Square Financial Group
Georgia
TCM
1668
Traub Capital Management
Massachusetts
LFA
1669
Legend Financial Advisors
Pennsylvania
TIM
1670
Total Investment Management
Arizona
MPW
1671
MASECO Private Wealth
HT
1672
Headlands Technologies
Illinois
KIM
1673
Kestra Investment Management
Texas
TSMHT
1674
Thurston Springer Miller Herd & Titak
Indiana
TPWA
1675
Twin Peaks Wealth Advisors
California