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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
RCM
776
Raleigh Capital Management
North Carolina
$919K
MOS
777
MGO One Seven
Ohio
$914K
HAG
778
HighPoint Advisor Group
Illinois
$913K
HWMO
779
Heritage Wealth Management (Ohio)
Ohio
$911K
FPAS
780
Focus Partners Advisor Solutions
Missouri
$902K
SWM
781
Silverlake Wealth Management
Vermont
$898K
PI
782
Pettee Investors
Connecticut
$898K
TA
783
Tectonic Advisors
Texas
$897K
CFMC
784
Curbstone Financial Management Corp
New Hampshire
$888K
AWA
785
Aaron Wealth Advisors
Illinois
$888K
RRA
786
Round Rock Advisors
Connecticut
$885K
WWM
787
Western Wealth Management
Colorado
$875K
SAM
788
Sompo Asset Management
Japan
$874K
EWA
789
EP Wealth Advisors
California
$868K
LIM
790
Loudon Investment Management
New Hampshire
$859K
FNFDCM
791
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$853K
NS
792
NBC Securities
Alabama
$853K
ICM
793
Intrepid Capital Management
Florida
$851K
TI
794
TrueMark Investments
Illinois
$848K
CI
795
CX Institutional
Indiana
$836K
RC
796
Rexford Capital
Texas
$836K
CNBT
797
Canandaigua National Bank & Trust
New York
$829K
RAM
798
Redmond Asset Management
Virginia
$826K
LFA
799
Legacy Financial Advisors
Kentucky
$825K
HBT
800
Heartland Bank & Trust
Illinois
$822K