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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
WBG
1001
Wharton Business Group
Pennsylvania
$436K
NB
1002
Northwest Bancshares
Pennsylvania
$436K
WSC
1003
Wellington Shields & Co
New York
$432K
JWA
1004
JFS Wealth Advisors
Pennsylvania
$432K
WB
1005
WesBanco Bank
West Virginia
$432K
NLP
1006
Next Level Private
New York
$431K
BG
1007
Bahl & Gaynor
Ohio
$431K
CCG
1008
Catalina Capital Group
California
$430K
MWM
1009
Meridian Wealth Management
Kentucky
$428K
PI
1010
PFG Investments
New York
$427K
JCM
1011
Janney Capital Management
Pennsylvania
$426K
BBA
1012
Baader Bank Aktiengesellschaft
Germany
$426K
AW
1013
Alteri Wealth
California
$425K
FCH
1014
Freestone Capital Holdings
Washington
$424K
AAS
1015
AdviceOne Advisory Services
Connecticut
$423K
PCM
1016
Penserra Capital Management
California
$422K
JCIA
1017
Jackson Creek Investment Advisors
Colorado
$422K
MCA
1018
Martin Capital Advisors
Texas
$420K
SPC
1019
Sigma Planning Corp
Michigan
$419K
SVWAG
1020
Sound View Wealth Advisors Group
Georgia
$418K
GLF
1021
Groupe la Francaise
France
$415K
HCM
1022
Howard Capital Management
Georgia
$414K
BGAI
1023
Bruce G. Allen Investments
Colorado
$413K
SAM
1024
Smartleaf Asset Management
Massachusetts
$412K
DBIA
1025
Dumont & Blake Investment Advisors
New Jersey
$412K