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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
FG
1051
Fiduciary Group
Georgia
$385K
NAS
1052
Nicolet Advisory Services
Wisconsin
$385K
DWP
1053
Daymark Wealth Partners
Ohio
$383K
DPW
1054
DiNuzzo Private Wealth
Pennsylvania
$383K
PCS
1055
Personal CFO Solutions
New Jersey
$381K
PP
1056
PDS Planning
Ohio
$375K
HPBT
1057
Hickory Point Bank & Trust
Illinois
$374K
SC
1058
Sepio Capital
Utah
$372K
CAMG
1059
CWA Asset Management Group
Florida
$371K
PWMAG
1060
Pinnacle Wealth Management Advisory Group
New Jersey
$369K
RCM
1061
Radnor Capital Management
Pennsylvania
$369K
SC
1062
Stephenson & Company
California
$366K
1WM
1063
1858 Wealth Management
Ohio
$366K
1WM
1064
1900 Wealth Management
Texas
$365K
BAM
1065
BOCHK Asset Management
Hong Kong
$364K
RC
1066
RBO & Co
California
$364K
FMTCOCP
1067
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$361K
CA
1068
Clearstead Advisors
Ohio
$361K
APW
1069
Austin Private Wealth
Texas
$359K
PCA
1070
Peddock Capital Advisors
Massachusetts
$359K
CCFM
1071
Clear Creek Financial Management
Washington
$358K
LFA
1072
Laraway Financial Advisors
Minnesota
$357K
BBA
1073
BLB&B Advisors
Pennsylvania
$357K
BC
1074
Barrett & Company
Rhode Island
$357K
EWM
1075
Evercore Wealth Management
New York
$357K