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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
HT
1701
Headlands Technologies
Illinois
KIM
1702
Kestra Investment Management
Texas
TSMHT
1703
Thurston Springer Miller Herd & Titak
Indiana
TPWA
1704
Twin Peaks Wealth Advisors
California
OW
1705
Olistico Wealth
Oklahoma
KSWA
1706
Kathleen S. Wright Associates
Pennsylvania
NC
1707
NewSquare Capital
Pennsylvania
SGC
1708
Slocum, Gordon & Co
Rhode Island
GC
1709
GFG Capital
Florida
BA
1710
Bellwether Advisors
Nebraska
OWA
1711
Opal Wealth Advisors
New York
BCMLT
1712
Beacon Capital Management LLC (Tennessee)
Tennessee
BFP
1713
Briaud Financial Planning
Texas
SC
1714
Stephens Consulting
Michigan
AWM
1715
Atticus Wealth Management
Florida
WA
1716
Whipplewood Advisors
Colorado
AWM
1717
Accredited Wealth Management
Kentucky
T
1718
Transce3nd
Texas
HCM
1719
Hollencrest Capital Management
California
WCM
1720
WealthTrak Capital Management
Virginia
SO
1721
Sierra Ocean
California
VWA
1722
VSM Wealth Advisory
Maryland
MWM
1723
MorganRosel Wealth Management
Colorado
KWM
1724
Kiker Wealth Management
Georgia
RAM
1725
Riggs Asset Management
Pennsylvania