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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
SGAM
801
Smith Group Asset Management
Texas
$820K
SAM
802
Strategy Asset Managers
California
$814K
FLPIM
803
F.L. Putnam Investment Management
Massachusetts
$814K
TTWM
804
TCV Trust & Wealth Management
Virginia
$813K
GC
805
Gilbert & Cook
Iowa
$813K
HIM
806
Hillsdale Investment Management
Ontario, Canada
$811K
MSWM
807
McGlone Suttner Wealth Management
Wisconsin
$806K
LAM
808
Lountzis Asset Management
Pennsylvania
$802K
HPC
809
HM Payson & Co
Maine
$799K
I
810
INVST
Indiana
$799K
HIM
811
Hanlon Investment Management
New Jersey
$797K
SC
812
Syon Capital
California
$797K
WOSD
813
WFA of San Diego
California
$796K
MG
814
Mather Group
Illinois
$794K
CCM
815
Chilton Capital Management
Texas
$793K
FIA
816
Foundations Investment Advisors
Arizona
$792K
SBFM
817
S-Bank Fund Management
Finland
$789K
WQ
818
Wealth Quarterback
New Jersey
$788K
TPA
819
Trivium Point Advisory
Connecticut
$787K
CIC
820
Crawford Investment Counsel
Georgia
$786K
JWM
821
Jeppson Wealth Management
California
$784K
SFS
822
Summit Financial Strategies
Ohio
$772K
HIA
823
Harbor Investment Advisory
Maryland
$772K
SFS
824
Sowell Financial Services
Arkansas
$771K
WF
825
WoodTrust Financial
Wisconsin
$770K