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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
OW
1676
Olistico Wealth
Oklahoma
KSWA
1677
Kathleen S. Wright Associates
Pennsylvania
NC
1678
NewSquare Capital
Pennsylvania
SGC
1679
Slocum, Gordon & Co
Rhode Island
GC
1680
GFG Capital
Florida
BA
1681
Bellwether Advisors
Nebraska
OWA
1682
Opal Wealth Advisors
New York
BCMLT
1683
Beacon Capital Management LLC (Tennessee)
Tennessee
BFP
1684
Briaud Financial Planning
Texas
SC
1685
Stephens Consulting
Michigan
AWM
1686
Atticus Wealth Management
Florida
WA
1687
Whipplewood Advisors
Colorado
AWM
1688
Accredited Wealth Management
Kentucky
T
1689
Transce3nd
Texas
HCM
1690
Hollencrest Capital Management
California
WCM
1691
WealthTrak Capital Management
Virginia
SO
1692
Sierra Ocean
California
VWA
1693
VSM Wealth Advisory
Maryland
MWM
1694
MorganRosel Wealth Management
Colorado
KWM
1695
Kiker Wealth Management
Georgia
RAM
1696
Riggs Asset Management
Pennsylvania
KHC
1697
Koesten Hirschmann & Crabtree
Kansas
PWM
1698
Puff Wealth Management
New Jersey
BCM
1699
Blume Capital Management
California
LFA
1700
LGT Financial Advisors
Texas