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Bank of New York Mellon

1,539 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, 513 increasing their positions, 584 reducing their positions, and 93 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:

1.01% less ownership

Funds ownership: 84.47%83.46% (-1%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

12% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 584

Holders
1,539
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
AGC
451
Aspen Grove Capital
Colorado
$3.19M
MSRPS
452
Maryland State Retirement & Pension System
Maryland
$3.17M
FWP
453
Falcon Wealth Planning
California
$3.16M
JIC
454
Joel Isaacson & Co
New York
$3.16M
EPIM
455
Evelyn Partners Investment Management
$3.13M
DCM
456
Dean Capital Management
Kansas
$3.11M
NMERB
457
New Mexico Educational Retirement Board
New Mexico
$3.09M
IWC
458
Integrated Wealth Concepts
Massachusetts
$3.08M
First Manhattan
459
First Manhattan
New York
$3.07M
DCM
460
Delta Capital Management
New Jersey
$3.06M
Envestnet Portfolio Solutions
461
Envestnet Portfolio Solutions
Illinois
$3.03M
ECM
462
Everence Capital Management
Indiana
$3M
DILIC
463
Dai-ichi Life Insurance Company
Japan
$3M
CIC
464
Chilton Investment Company
Connecticut
$2.98M
BFA
465
Bragg Financial Advisors
North Carolina
$2.97M
IVP
466
Intrinsic Value Partners
Arizona
$2.96M
UCFA
467
United Capital Financial Advisors
Texas
$2.95M
HWM
468
HB Wealth Management
Georgia
$2.92M
DWA
469
Douglass Winthrop Advisors
New York
$2.91M
PS
470
Principal Securities
Iowa
$2.91M
BBI
471
Baxter Bros Inc
Connecticut
$2.9M
MFA
472
Millington Financial Advisors
Illinois
$2.89M
IGAM
473
iA Global Asset Management
Quebec, Canada
$2.89M
LFM
474
LGT Fund Management
Liechtenstein
$2.87M
LI
475
Louisbourg Investments
New Brunswick, Canada
$2.87M