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Bank of New York Mellon

1,620 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 203 funds opening new positions, 568 increasing their positions, 585 reducing their positions, and 98 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: 1,5441,620 (+76)

0.51% less ownership

Funds ownership: 83.52%83% (-0.51%)

3% less repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 585

Holders
1,620
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
AL
1676
Arnhold LLC
New York
CWMK
1677
Caliber Wealth Management (Kansas)
Kansas
MM
1678
MQS Management
New York
AA
1679
Armis Advisers
Georgia
PCP
1680
Proficio Capital Partners
Massachusetts
PSFG
1681
Park Square Financial Group
Georgia
TCM
1682
Traub Capital Management
Massachusetts
LFA
1683
Legend Financial Advisors
Pennsylvania
TIM
1684
Total Investment Management
Arizona
GC
1685
Garde Capital
Washington
MPW
1686
MASECO Private Wealth
HT
1687
Headlands Technologies
Illinois
KIM
1688
Kestra Investment Management
Texas
TSMHT
1689
Thurston Springer Miller Herd & Titak
Indiana
TPWA
1690
Twin Peaks Wealth Advisors
California
OW
1691
Olistico Wealth
Oklahoma
KSWA
1692
Kathleen S. Wright Associates
Pennsylvania
NC
1693
NewSquare Capital
Pennsylvania
SGC
1694
Slocum, Gordon & Co
Rhode Island
GC
1695
GFG Capital
Florida
BA
1696
Bellwether Advisors
Nebraska
OWA
1697
Opal Wealth Advisors
New York
BCMLT
1698
Beacon Capital Management LLC (Tennessee)
Tennessee
BFP
1699
Briaud Financial Planning
Texas
SC
1700
Stephens Consulting
Michigan