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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
TAM
826
Trust Asset Management
Texas
$764K
MK
827
MASTERINVEST Kapitalanlage
$762K
NFG
828
Nations Financial Group
Iowa
$754K
DAS
829
Diversify Advisory Services
Utah
$751K
GM
830
GeoWealth Management
Illinois
$749K
KCM
831
Kathmere Capital Management
Pennsylvania
$747K
BDL
832
Banque de Luxembourg
Luxembourg
$739K
DADC
833
D.A. Davidson & Co
Montana
$739K
TCPW
834
Twin City Private Wealth
North Carolina
$738K
BW
835
Basepoint Wealth
Iowa
$736K
BIG
836
Brooklyn Investment Group
New York
$735K
SWP
837
Sagespring Wealth Partners
Tennessee
$735K
RCM
838
RB Capital Management
Nevada
$728K
CSC
839
Caldwell Sutter Capital
California
$724K
BIG
840
Builder Investment Group
Georgia
$721K
HI
841
Hendershot Investments
Virginia
$717K
SIA
842
Strategic Investment Advisors
Michigan
$715K
FNB
843
Farmers National Bank
Kentucky
$715K
QL
844
Quarry LP
New York
$712K
CCA
845
Checchi Capital Advisers
California
$710K
AA
846
Advisory Alpha
Michigan
$703K
PTC
847
Private Trust Company
Ohio
$701K
SFM
848
Signet Financial Management
New Jersey
$696K
WPC
849
Wedmont Private Capital
Pennsylvania
$696K
CAM
850
Congress Asset Management
Massachusetts
$695K