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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
SFWA
951
Summit Financial Wealth Advisors
Louisiana
$510K
SWM
952
Shepherd Wealth Management
Ohio
$509K
LS
953
Livforsakringsbolaget Skandia
Sweden
$509K
CC
954
Courier Capital
New York
$508K
CWP
955
Cyndeo Wealth Partners
Florida
$508K
BLC
956
Brown, Lisle/Cummings
Rhode Island
$507K
UAG
957
United Advisor Group
Ohio
$506K
RCA
958
Resonant Capital Advisors
Wisconsin
$506K
ACM
959
Advisors Capital Management
New Jersey
$503K
RAM
960
Ramirez Asset Management
New York
$503K
BAM
961
Berkshire Asset Management
Pennsylvania
$503K
MCC
962
Money Concepts Capital
Florida
$502K
PTC
963
Philadelphia Trust Company
Pennsylvania
$501K
SWA
964
Sax Wealth Advisors
New Jersey
$499K
DO
965
denkapparat Operations
Germany
$498K
RWPA
966
Richard W. Paul & Associates
Michigan
$498K
SIM
967
Stratos Investment Management
Ohio
$496K
CNBOF
968
City National Bank of Florida
Florida
$495K
FCM
969
Firestone Capital Management
Florida
$493K
VST
970
Van Strum & Towne
California
$490K
GRP
971
Global Retirement Partners
California
$485K
MA
972
Mezzasalma Advisors
New Jersey
$484K
FAG
973
Fortitude Advisory Group
Washington
$481K
MWM
974
Modera Wealth Management
New Jersey
$477K
LFG
975
Larson Financial Group
Missouri
$475K