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