Bank of New York Mellon

BK • NYSE

Bank of New York Mellon is a asset management company in the financial services sector on NYSE, led by Robin Vince, with a market cap of $79.5B. As of Q3 2025, 83% of shares are held by 1,596 institutional investors, with VANGUARD GROUP INC as the largest holder at 10.02%.

CEO of The Bank of New York Mellon CorporationRobin Vince

Market Cap$79.5B

Asset Management

Financial Services

Employees52.1K

Websitebnymellon.com

Country

United States of America

Overview

Overview of institutional ownership in BK as of Q3 2025 with a market cap of $76.8B

All Institutions

Institutions: 1,596
Value Held: $63.6B
Shares Held: 583.9M
Avg Position: $39.8M
Median Position: $961.7K

Hedge Funds

Hedge Funds: 74
Value Held: $1.7B
Shares Held: 15.3M
Avg Position: $22.5M
Median Position: $1.5M

Ownership Breakdown

Institutional (non-HF)

80.54%

$61.9B

Hedge Funds

2.17%

$1.7B

Retail & Other

17.28%

$13.3B

Based on market cap of $76.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$7.7B 0.12% of portfolio	10.02% 70.7M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$6.8B 0.12% of portfolio	8.88% 62.6M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
DODGE & COX Long Only Manager	Dana Morton Emery CEO	$3.8B 2.05% of portfolio	4.94% 34.8M shares	≤ Q2 2013 Held for 12y 5m+	$185.33B
FMR LLC Institution	-	$3.8B 0.20% of portfolio	4.90% 34.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$3.5B 0.12% of portfolio	4.61% 32.5M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$2.0B 0.13% of portfolio	2.67% 18.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$1.8B 0.14% of portfolio	2.37% 16.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
Artisan Partners Limited Partnership Long Only Manager	Eric Richard Colson CEO	$1.7B 2.41% of portfolio	2.17% 15.3M shares	≤ Q2 2013 Held for 12y 5m+	$69.5B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.6B 0.10% of portfolio	2.08% 14.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$1.5B 0.34% of portfolio	1.89% 13.3M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B

Net Capital Flow

Institutional buying and selling activity for BK in Q3 2025

Net Flow: −$175.2M
Buyers: 585
Sellers: 670
Total Bought: +$3.0B
Total Sold: −$3.1B
Avg Position: $41.7M

Biggest Buyers

Institution	Net Bought	Current Position
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	+$666.8M +6.1M shares	$771.1M 7.1M shares
FMR LLC Institution	+$227.7M +2.1M shares	$3.8B 34.6M shares
GOLDMAN SACHS GROUP INC Institution	+$227.2M +2.1M shares	$740.4M 6.8M shares
AMERIPRISE FINANCIAL INC Institution	+$221.7M +2.0M shares	$1.5B 13.3M shares
JPMORGAN CHASE & CO Institution	+$118.7M +1.1M shares	$1.4B 13.3M shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$98.7M +906.2K shares	$438.4M 4.0M shares
BANK OF AMERICA CORP /DE/ Institution	+$67.2M +617.2K shares	$1.8B 16.7M shares
R Robeco Institutional Asset Management B.V. Institution	+$62.9M +577.6K shares	$236.0M 2.2M shares
HENDERSON GROUP PLC Institution	+$56.5M +518.7K shares	$73.8M 676.9K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	+$56.4M +517.5K shares	$127.4M 1.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
DODGE & COX Long Only Manager	−$302.5M −2.8M shares	$3.8B 34.8M shares
F First Eagle Investment Management, LLC Long Only Manager	−$244.9M −2.2M shares	$1.1B 10.3M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$167.1M −1.5M shares	$371.6M 3.4M shares
N Nuveen, LLC Institution	−$165.5M −1.5M shares	$819.0M 7.5M shares
HARRIS ASSOCIATES L P Long Only Manager	−$159.2M −1.5M shares	$375.3M 3.4M shares
B BlackRock, Inc. Institution	−$149.9M −1.4M shares	$6.8B 62.6M shares
B BRANDES INVESTMENT PARTNERS, LP Long Only Manager	−$117.3M −1.1M shares	$50.3M 461.4K shares
DAVIS SELECTED ADVISERS Long Only Manager	−$96.7M −887.7K shares	$110.1M 1.0M shares
A AMERICAN CENTURY COMPANIES INC Institution	−$92.3M −847.1K shares	$225.5M 2.1M shares
A Amundi Institution	−$82.6M −776.1K shares	$541.7M 5.1M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BK in Q3 2025

New Positions: 102
New Value: $56.5M
Exited Positions: 97
Exited Value: $192.3M

New Positions

Institution	Position Value
S Sienna Gestion Institution	$12.1M 121.9K shares
PINNACLE FINANCIAL PARTNERS INC Institution	$9.6M 88.0K shares
O ODDO BHF ASSET MANAGEMENT SAS Institution	$6.6M 60.2K shares
First National Advisers, LLC RIA/Wealth	$3.3M 30.3K shares
CONSOLIDATED PLANNING CORP RIA/Wealth	$2.0M 17.9K shares
T TEMA ETFS LLC Institution	$1.2M 10.6K shares
ZEGA Investments, LLC RIA/Wealth	$1.1M 9.6K shares
P Perbak Capital Partners LLP Institution	$734.6K 6.7K shares
Westfuller Advisors, LLC RIA/Wealth	$668.2K 6.1K shares
G Gradient Capital Advisors, LLC RIA/Wealth	$649.5K 6.0K shares

Exited Positions

Institution	Previous Position
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$27.2M 298.1K shares
A AXA Institution	$22.9M 251.0K shares
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$15.5M 169.6K shares
F Financial Engines Advisors L.L.C. Institution	$14.6M 160.2K shares
Marshall Wace LLP Institution	$11.1M 121.6K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$10.2M 111.4K shares
Q Qsemble Capital Management, LP Hedge Fund•Quant	$9.7M 106.5K shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed	$5.6M 61.2K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$4.7M 51.8K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$4.6M 50.2K shares

Options Activity

Institutions with the largest Call and Put options positions in BK as of Q3 2025

Call Positions: 29
Call Value: $287.5M
Put Positions: 28
Put Value: $266.3M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$85.4M 7.8K contracts
D Delta Accumulation, LLC Hedge Fund•Vol Arbitrage	$49.6M 6.9K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$39.0M 3.6K contracts
J JANE STREET GROUP, LLC Institution	$23.7M 2.2K contracts
W WOLVERINE TRADING, LLC Institution	$11.7M 1.1K contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$10.9M 1.0K contracts
UBS Group AG Institution	$10.4M 956.0 contracts
Walleye Trading LLC RIA/Wealth	$10.2M 936.0 contracts
C Cubist Systematic Strategies, LLC Institution	$7.6M 694.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$7.1M 652.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$68.0M 6.2K contracts
D Delta Accumulation, LLC Hedge Fund•Vol Arbitrage	$61.4M 8.5K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$28.5M 2.6K contracts
W WOLVERINE TRADING, LLC Institution	$17.7M 1.6K contracts
J JANE STREET GROUP, LLC Institution	$14.9M 1.4K contracts
UBS Group AG Institution	$12.8M 1.2K contracts
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$10.9M 998.0 contracts
Interval Partners, LLC Hedge Fund•Long/Short	$5.8M 529.0 contracts
C CREDIT AGRICOLE S A Institution	$5.4M 500.0 contracts
Walleye Trading LLC RIA/Wealth	$5.3M 489.0 contracts

Most Committed Institutions

Institutions with BK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
L LFL Advisers, LLC Hedge Fund•Value	Peter Clarke Lewis CCO	16.98% $49.0M	0.06% 450.1K shares	Q4 2016 Held for 8y 11m	$288.9M
GARLAND CAPITAL MANAGEMENT INC RIA/Wealth	John Thomas Garland President	8.13% $591.1K	0.00% 5.4K shares	Q2 2017 Held for 8y 5m	$7.3M
B Barnes Dennig Private Wealth Management LLC RIA/Wealth	Deon Maryann Blaney Managing Partner	5.78% $5.4M	0.01% 49.4K shares	Q1 2025 Held for 8 months	$93.1M
M Matthew Goff Investment Advisor, LLC Institution	-	5.08% $29.7M	0.04% 273.0K shares	Q1 2017 Held for 8y 8m	$585.1M
CORDA Investment Management, LLC. RIA/Wealth	Bonner Castles Barnes Managing Partner	4.32% $61.3M	0.08% 563.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.4B
LEVIN CAPITAL STRATEGIES, L.P. Hedge Fund•Multi-Strategy	John Andrew Levin CEO	4.24% $46.2M	0.06% 424.4K shares	≤ Q2 2013 Held for 12y 5m+	$1.1B
Westchester Capital Management, Inc. RIA/Wealth	Cindy Lou Christensen CEO	4.15% $19.3M	0.03% 177.2K shares	≤ Q2 2013 Held for 12y 5m+	$465.2M
B BOYAR ASSET MANAGEMENT INC Hedge Fund•Value	Mark Alan Boyar President	3.37% $5.3M	0.01% 48.9K shares	≤ Q2 2013 Held for 12y 5m+	$158.0M
B Barbara Oil Co. Institution	-	3.27% $8.7M	0.01% 80.0K shares	Q4 2013 Held for 11y 11m	$266.4M
AUXIER ASSET MANAGEMENT RIA/Wealth	James Jeffrey Auxier President	3.26% $23.3M	0.03% 213.5K shares	≤ Q2 2013 Held for 12y 5m+	$713.5M

Hedge Fund Spotlight

Discover hedge funds investing in BK

Bridgewater Associates, LP

Hedge Fund • Global Macro

Portfolio ManagerNir Bar Dea

Portfolio Value: $25.5B
Positions: 1,015
Last Reported: Q3 2025

Sector Allocation

Position in Bank of New York Mellon

Market Value: $43.7M
Shares Held: 400.7K
Portfolio Weight: 0.17%
Owned Since: 2020-Q4

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