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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
CA
701
CoreCap Advisors
Michigan
$1.18M
RWA
702
Redhawk Wealth Advisors
Minnesota
$1.18M
WorldQuant Millennium Advisors
703
WorldQuant Millennium Advisors
New York
$1.18M
IAA
704
Independent Advisor Alliance
North Carolina
$1.18M
PBK
705
Peoples Bank (Kansas)
Kansas
$1.18M
OAM
706
Ostrum Asset Management
France
$1.17M
VA
707
Valmark Advisers
Ohio
$1.17M
HAIM
708
Hunter Associates Investment Management
Pennsylvania
$1.17M
RWP
709
RWA Wealth Partners
Massachusetts
$1.17M
FB
710
Fulton Bank
Pennsylvania
$1.17M
JCM
711
Jacobi Capital Management
Pennsylvania
$1.16M
WA
712
WealthTrust Axiom
Pennsylvania
$1.15M
BFM
713
Boothbay Fund Management
New York
$1.14M
FRA
714
Frank Rimerman Advisors
California
$1.14M
LGF
715
LGT Group Foundation
Liechtenstein
$1.14M
AWAP
716
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.14M
EI
717
Ellevest Inc
New York
$1.13M
SCA
718
Snowden Capital Advisors
New York
$1.12M
AFG
719
Allegheny Financial Group
Pennsylvania
$1.1M
HKAM
720
Horizon Kinetics Asset Management
New York
$1.1M
AFP
721
Ausdal Financial Partners
Iowa
$1.1M
BRWA
722
B. Riley Wealth Advisors
Florida
$1.09M
WCM
723
Whitener Capital Management
North Carolina
$1.08M
1IA
724
1834 Investment Advisors
Wisconsin
$1.08M
SC
725
Schulhoff & Co
Ohio
$1.08M