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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
FIM
1676
Freedom Investment Management
Connecticut
WMWM
1677
Whitaker-Myers Wealth Managers
Ohio
SCM
1678
Stevens Capital Management
Pennsylvania
WW
1679
Waterfront Wealth
Kansas
NWAG
1680
Net Worth Advisory Group
Utah
MIM
1681
Morningstar Investment Management
Illinois
IA
1682
Integrity Alliance
Iowa
CAG
1683
Csenge Advisory Group
Florida
IC
1684
Iconiq Capital
California
HIP
1685
HUB Investment Partners
Texas
MPM
1686
MBB Public Markets
Illinois
BAWM
1687
Bennett Associates Wealth Management
Pennsylvania
AC
1688
ASB Consultores
Florida
TA
1689
TFB Advisors
Kansas
AL
1690
Arnhold LLC
New York
CWMK
1691
Caliber Wealth Management (Kansas)
Kansas
MM
1692
MQS Management
New York
AA
1693
Armis Advisers
Georgia
PCP
1694
Proficio Capital Partners
Massachusetts
PSFG
1695
Park Square Financial Group
Georgia
TCM
1696
Traub Capital Management
Massachusetts
LFA
1697
Legend Financial Advisors
Pennsylvania
TIM
1698
Total Investment Management
Arizona
GC
1699
Garde Capital
Washington
MPW
1700
MASECO Private Wealth