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Bank of New York Mellon

1,613 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, 565 increasing their positions, 581 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: $

5% more funds holding

Funds holding: 1,5421,613 (+71)

0.46% less ownership

Funds ownership: 83.45%82.99% (-0.46%)

3% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 581

Holders
1,613
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
LFA
1676
Legend Financial Advisors
Pennsylvania
TIM
1677
Total Investment Management
Arizona
MPW
1678
MASECO Private Wealth
HT
1679
Headlands Technologies
Illinois
KIM
1680
Kestra Investment Management
Texas
TSMHT
1681
Thurston Springer Miller Herd & Titak
Indiana
TPWA
1682
Twin Peaks Wealth Advisors
California
OW
1683
Olistico Wealth
Oklahoma
KSWA
1684
Kathleen S. Wright Associates
Pennsylvania
NC
1685
NewSquare Capital
Pennsylvania
SGC
1686
Slocum, Gordon & Co
Rhode Island
GC
1687
GFG Capital
Florida
BA
1688
Bellwether Advisors
Nebraska
OWA
1689
Opal Wealth Advisors
New York
BCMLT
1690
Beacon Capital Management LLC (Tennessee)
Tennessee
BFP
1691
Briaud Financial Planning
Texas
SC
1692
Stephens Consulting
Michigan
AWM
1693
Atticus Wealth Management
Florida
WA
1694
Whipplewood Advisors
Colorado
AWM
1695
Accredited Wealth Management
Kentucky
T
1696
Transce3nd
Texas
WCM
1697
WealthTrak Capital Management
Virginia
HCM
1698
Hollencrest Capital Management
California
SO
1699
Sierra Ocean
California
VWA
1700
VSM Wealth Advisory
Maryland