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