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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
CAM
851
Congress Asset Management
Massachusetts
$695K
FFS
852
Founders Financial Securities
Maryland
$695K
WLG
853
Williamson Legacy Group
Indiana
$694K
WDC
854
Woodward Diversified Capital
California
$691K
FPL
855
Fortress Private Ledger
North Carolina
$690K
BJL
856
Brighton Jones LLC
Washington
$690K
EB
857
Exchange Bank
California
$688K
DW30
858
Drucker Wealth 3.0
New Jersey
$686K
PWPS
859
Pinnacle Wealth Planning Services
Ohio
$680K
VFA
860
Valeo Financial Advisors
Indiana
$678K
RAM
861
Readystate Asset Management
Illinois
$676K
AUB
862
Atlantic Union Bankshares
Virginia
$674K
IW
863
IronOak Wealth
Texas
$668K
EBSAM
864
Eubel Brady & Suttman Asset Management
Ohio
$666K
LWM
865
Lionshead Wealth Management
New York
$664K
EW
866
Elyxium Wealth
California
$663K
VEA
867
Virtus ETF Advisers
New York
$661K
PWM
868
Perigon Wealth Management
California
$659K
NWWA
869
New Wave Wealth Advisors
Arkansas
$656K
GLR
870
Great Lakes Retirement
Ohio
$651K
CI
871
Cigna Investments
Connecticut
$651K
SPA
872
Sherbrooke Park Advisers
New York
$648K
OFG
873
Oxford Financial Group
Indiana
$646K
RIA
874
Realta Investment Advisors
Delaware
$644K
RWM
875
RKL Wealth Management
Pennsylvania
$643K