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