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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
ACM
901
Aster Capital Management
United Arab Emirates
$584K
AC
902
Avestar Capital
New York
$581K
WJWM
903
Williams Jones Wealth Management
New York
$574K
DA
904
Denali Advisors
California
$574K
SS
905
Sunbelt Securities
Texas
$573K
LCGC
906
Legacy Capital Group California
California
$572K
MA
907
Mutual Advisors
Nebraska
$571K
O
908
Ossiam
France
$571K
IWA
909
IVC Wealth Advisors
Pennsylvania
$569K
GC
910
Grimes & Company
Massachusetts
$566K
SWM
911
SeaCrest Wealth Management
New York
$565K
SLG
912
Stanley-Laman Group
Pennsylvania
$565K
FGA
913
Fortis Group Advisors
New Jersey
$564K
AC
914
Addison Capital
Pennsylvania
$564K
AIM
915
Alhambra Investment Management
Florida
$563K
OAM
916
Oppenheimer Asset Management
New York
$562K
TSW
917
Thompson Siegel & Walmsley
Virginia
$562K
AI
918
Atom Investors
Texas
$560K
FIM
919
Freedom Investment Management
Connecticut
$559K
OWA
920
One Wealth Advisors
California
$555K
FMLI
921
Fukoku Mutual Life Insurance
Japan
$555K
WMWM
922
Whitaker-Myers Wealth Managers
Ohio
$554K
SA
923
SRN Advisors
Pennsylvania
$551K
AWM
924
Avior Wealth Management
Nebraska
$550K
WF
925
Warner Financial
Maryland
$550K