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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
AC
901
Avestar Capital
New York
$581K
WJWM
902
Williams Jones Wealth Management
New York
$574K
DA
903
Denali Advisors
California
$574K
SS
904
Sunbelt Securities
Texas
$573K
LCGC
905
Legacy Capital Group California
California
$572K
MA
906
Mutual Advisors
Nebraska
$571K
O
907
Ossiam
France
$571K
IWA
908
IVC Wealth Advisors
Pennsylvania
$569K
GC
909
Grimes & Company
Massachusetts
$566K
SWM
910
SeaCrest Wealth Management
New York
$565K
SLG
911
Stanley-Laman Group
Pennsylvania
$565K
FGA
912
Fortis Group Advisors
New Jersey
$564K
AC
913
Addison Capital
Pennsylvania
$564K
AIM
914
Alhambra Investment Management
Florida
$563K
OAM
915
Oppenheimer Asset Management
New York
$562K
TSW
916
Thompson Siegel & Walmsley
Virginia
$562K
AI
917
Atom Investors
Texas
$560K
FIM
918
Freedom Investment Management
Connecticut
$559K
OWA
919
One Wealth Advisors
California
$555K
FMLI
920
Fukoku Mutual Life Insurance
Japan
$555K
WMWM
921
Whitaker-Myers Wealth Managers
Ohio
$554K
SA
922
SRN Advisors
Pennsylvania
$551K
AWM
923
Avior Wealth Management
Nebraska
$550K
WF
924
Warner Financial
Maryland
$550K
IA
925
IFG Advisors
Missouri
$547K