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