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