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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
SAM
1026
Smartleaf Asset Management
Massachusetts
$412K
DBIA
1027
Dumont & Blake Investment Advisors
New Jersey
$412K
QC
1028
Quent Capital
New York
$405K
SA
1029
Strategic Advisors
New York
$405K
VIP
1030
Vista Investment Partners
Oklahoma
$405K
TCM
1031
Tradewinds Capital Management
Washington
$404K
EWA
1032
EverSource Wealth Advisors
Alabama
$404K
BWCS
1033
Beirne Wealth Consulting Services
Connecticut
$401K
CCP
1034
Clarity Capital Partners
California
$401K
OBGC
1035
O'Brien Greene & Co
Pennsylvania
$400K
CMBA
1036
C.M. Bidwell & Associates
Hawaii
$400K
DS
1037
DRW Securities
Illinois
$396K
MIM
1038
Morningstar Investment Management
Illinois
$393K
MT
1039
Midwest Trust
Kansas
$393K
HAM
1040
Hickory Asset Management
Ohio
$392K
CI Investments Inc
1041
CI Investments Inc
Ontario, Canada
$392K
FCP
1042
Fidelis Capital Partners
Florida
$391K
Massachusetts Financial Services
1043
Massachusetts Financial Services
Massachusetts
$391K
BMCM
1044
Burns Matteson Capital Management
New York
$391K
EFG
1045
Ethos Financial Group
Pennsylvania
$390K
HA
1046
Hofer & Associates
California
$390K
WBCM
1047
Wilson & Boucher Capital Management
California
$389K
PFW
1048
Petros Family Wealth
Minnesota
$388K
MEAC
1049
M.E. Allison & Co
Texas
$387K
Fuller & Thaler Asset Management
1050
Fuller & Thaler Asset Management
California
$385K