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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
S
676
SignatureFD
Georgia
$1.32M
NW
677
NewEdge Wealth
Pennsylvania
$1.32M
WT
678
Whittier Trust
California
$1.31M
AAP
679
Arax Advisory Partners
Colorado
$1.31M
CLGM
680
Capitolis Liquid Global Markets
New York
$1.29M
SW
681
Simplicity Wealth
New Jersey
$1.29M
WAM
682
WealthTrust Asset Management
Florida
$1.29M
IWM
683
IHT Wealth Management
Illinois
$1.28M
VI
684
Vestcor Inc
New Brunswick, Canada
$1.28M
SF
685
Synovus Financial
Georgia
$1.24M
BFO
686
Boston Family Office
Massachusetts
$1.24M
FT
687
Fiduciary Trust
Massachusetts
$1.24M
CA
688
Cornerstone Advisors
North Carolina
$1.24M
BPA
689
Beacon Pointe Advisors
California
$1.24M
PA
690
Parallel Advisors
California
$1.23M
MWP
691
Meriwether Wealth & Planning
Louisiana
$1.23M
CFB
692
Cullen/Frost Bankers
Texas
$1.23M
SRC
693
Shufro Rose & Co
New York
$1.22M
LA
694
LVW Advisors
New York
$1.22M
CSC
695
Cove Street Capital
California
$1.22M
BMCM
696
Bryn Mawr Capital Management
Pennsylvania
$1.21M
LAM
697
LECAP Asset Management
United Kingdom
$1.21M
AG
698
Ascent Group
Virginia
$1.21M
AIP
699
Almanack Investment Partners
Pennsylvania
$1.2M
MC
700
Machina Capital
France
$1.2M