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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
DWP
1051
Daymark Wealth Partners
Ohio
$383K
DPW
1052
DiNuzzo Private Wealth
Pennsylvania
$383K
PCS
1053
Personal CFO Solutions
New Jersey
$381K
PP
1054
PDS Planning
Ohio
$375K
HPBT
1055
Hickory Point Bank & Trust
Illinois
$374K
SC
1056
Sepio Capital
Utah
$372K
CAMG
1057
CWA Asset Management Group
Florida
$371K
PWMAG
1058
Pinnacle Wealth Management Advisory Group
New Jersey
$369K
RCM
1059
Radnor Capital Management
Pennsylvania
$369K
SC
1060
Stephenson & Company
California
$366K
1WM
1061
1858 Wealth Management
Ohio
$366K
1WM
1062
1900 Wealth Management
Texas
$365K
BAM
1063
BOCHK Asset Management
Hong Kong
$364K
RC
1064
RBO & Co
California
$364K
FMTCOCP
1065
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$361K
CA
1066
Clearstead Advisors
Ohio
$361K
APW
1067
Austin Private Wealth
Texas
$359K
PCA
1068
Peddock Capital Advisors
Massachusetts
$359K
CCFM
1069
Clear Creek Financial Management
Washington
$358K
LFA
1070
Laraway Financial Advisors
Minnesota
$357K
BBA
1071
BLB&B Advisors
Pennsylvania
$357K
BC
1072
Barrett & Company
Rhode Island
$357K
EWM
1073
Evercore Wealth Management
New York
$357K
ICP
1074
Interchange Capital Partners
Pennsylvania
$356K
SOS
1075
Silver Oak Securities
Tennessee
$355K