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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
SWM
951
Shepherd Wealth Management
Ohio
$509K
LS
952
Livforsakringsbolaget Skandia
Sweden
$509K
CC
953
Courier Capital
New York
$508K
CWP
954
Cyndeo Wealth Partners
Florida
$508K
BLC
955
Brown, Lisle/Cummings
Rhode Island
$507K
UAG
956
United Advisor Group
Ohio
$506K
RCA
957
Resonant Capital Advisors
Wisconsin
$506K
ACM
958
Advisors Capital Management
New Jersey
$503K
RAM
959
Ramirez Asset Management
New York
$503K
BAM
960
Berkshire Asset Management
Pennsylvania
$503K
MCC
961
Money Concepts Capital
Florida
$502K
PTC
962
Philadelphia Trust Company
Pennsylvania
$501K
SWA
963
Sax Wealth Advisors
New Jersey
$499K
DO
964
denkapparat Operations
Germany
$498K
RWPA
965
Richard W. Paul & Associates
Michigan
$498K
SIM
966
Stratos Investment Management
Ohio
$496K
CNBOF
967
City National Bank of Florida
Florida
$495K
FCM
968
Firestone Capital Management
Florida
$493K
VST
969
Van Strum & Towne
California
$490K
GRP
970
Global Retirement Partners
California
$485K
MA
971
Mezzasalma Advisors
New Jersey
$484K
FAG
972
Fortitude Advisory Group
Washington
$481K
MWM
973
Modera Wealth Management
New Jersey
$477K
LFG
974
Larson Financial Group
Missouri
$475K
SC
975
Sapient Capital
Indiana
$473K