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Bank of New York Mellon

1,544 hedge funds and large institutions have $54.4B invested in Bank of New York Mellon in 2025 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 512 increasing their positions, 587 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.04% less ownership

Funds ownership: 84.56%83.52% (-1%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

13% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 587

Holders
1,544
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$311M
Puts
$175M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
451
ClearBridge Investments
New York
$3.21M
PGFC
452
Peapack-Gladstone Financial Corp
New Jersey
$3.19M
AGC
453
Aspen Grove Capital
Colorado
$3.19M
MSRPS
454
Maryland State Retirement & Pension System
Maryland
$3.17M
FWP
455
Falcon Wealth Planning
California
$3.16M
JIC
456
Joel Isaacson & Co
New York
$3.16M
EPIM
457
Evelyn Partners Investment Management
$3.14M
DCM
458
Dean Capital Management
Kansas
$3.11M
NMERB
459
New Mexico Educational Retirement Board
New Mexico
$3.09M
IWC
460
Integrated Wealth Concepts
Massachusetts
$3.08M
First Manhattan
461
First Manhattan
New York
$3.07M
DCM
462
Delta Capital Management
New Jersey
$3.06M
Envestnet Portfolio Solutions
463
Envestnet Portfolio Solutions
Illinois
$3.03M
ECM
464
Everence Capital Management
Indiana
$3M
DILIC
465
Dai-ichi Life Insurance Company
Japan
$3M
CIC
466
Chilton Investment Company
Connecticut
$2.98M
BFA
467
Bragg Financial Advisors
North Carolina
$2.97M
IVP
468
Intrinsic Value Partners
Arizona
$2.96M
UCFA
469
United Capital Financial Advisors
Texas
$2.95M
HWM
470
HB Wealth Management
Georgia
$2.92M
DWA
471
Douglass Winthrop Advisors
New York
$2.91M
PS
472
Principal Securities
Iowa
$2.91M
BBI
473
Baxter Bros Inc
Connecticut
$2.9M
MFA
474
Millington Financial Advisors
Illinois
$2.89M
IGAM
475
iA Global Asset Management
Quebec, Canada
$2.89M