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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
WF
826
WoodTrust Financial
Wisconsin
$770K
TAM
827
Trust Asset Management
Texas
$764K
MK
828
MASTERINVEST Kapitalanlage
$762K
NFG
829
Nations Financial Group
Iowa
$754K
DAS
830
Diversify Advisory Services
Utah
$751K
GM
831
GeoWealth Management
Illinois
$749K
KCM
832
Kathmere Capital Management
Pennsylvania
$747K
BDL
833
Banque de Luxembourg
Luxembourg
$739K
DADC
834
D.A. Davidson & Co
Montana
$739K
TCPW
835
Twin City Private Wealth
North Carolina
$738K
BW
836
Basepoint Wealth
Iowa
$736K
BIG
837
Brooklyn Investment Group
New York
$735K
SWP
838
Sagespring Wealth Partners
Tennessee
$735K
RCM
839
RB Capital Management
Nevada
$728K
CSC
840
Caldwell Sutter Capital
California
$724K
BIG
841
Builder Investment Group
Georgia
$721K
HI
842
Hendershot Investments
Virginia
$717K
SIA
843
Strategic Investment Advisors
Michigan
$715K
FNB
844
Farmers National Bank
Kentucky
$715K
QL
845
Quarry LP
New York
$712K
CCA
846
Checchi Capital Advisers
California
$710K
AA
847
Advisory Alpha
Michigan
$703K
PTC
848
Private Trust Company
Ohio
$701K
SFM
849
Signet Financial Management
New Jersey
$696K
WPC
850
Wedmont Private Capital
Pennsylvania
$696K