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