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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
WT
676
Whittier Trust
California
$1.31M
AAP
677
Arax Advisory Partners
Colorado
$1.31M
CLGM
678
Capitolis Liquid Global Markets
New York
$1.29M
SW
679
Simplicity Wealth
New Jersey
$1.29M
WAM
680
WealthTrust Asset Management
Florida
$1.29M
IWM
681
IHT Wealth Management
Illinois
$1.28M
VI
682
Vestcor Inc
New Brunswick, Canada
$1.28M
SF
683
Synovus Financial
Georgia
$1.24M
BFO
684
Boston Family Office
Massachusetts
$1.24M
FT
685
Fiduciary Trust
Massachusetts
$1.24M
CA
686
Cornerstone Advisors
North Carolina
$1.24M
BPA
687
Beacon Pointe Advisors
California
$1.24M
PA
688
Parallel Advisors
California
$1.23M
MWP
689
Meriwether Wealth & Planning
Louisiana
$1.23M
CFB
690
Cullen/Frost Bankers
Texas
$1.23M
LWANC
691
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.22M
SRC
692
Shufro Rose & Co
New York
$1.22M
LA
693
LVW Advisors
New York
$1.22M
CSC
694
Cove Street Capital
California
$1.22M
BMCM
695
Bryn Mawr Capital Management
Pennsylvania
$1.21M
LAM
696
LECAP Asset Management
United Kingdom
$1.21M
AG
697
Ascent Group
Virginia
$1.21M
AIP
698
Almanack Investment Partners
Pennsylvania
$1.2M
MC
699
Machina Capital
France
$1.2M
GWM
700
Geneos Wealth Management
Colorado
$1.18M