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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
ICP
1076
Interchange Capital Partners
Pennsylvania
$356K
SOS
1077
Silver Oak Securities
Tennessee
$355K
BA
1078
Bridgewater Advisors
New York
$354K
GAG
1079
GM Advisory Group
New York
$352K
CJ
1080
Caitlin John
Michigan
$352K
CM
1081
Columbus Macro
Pennsylvania
$352K
QWP
1082
Quotient Wealth Partners
Texas
$349K
CFSG
1083
Clark Financial Services Group
Missouri
$347K
TW
1084
TritonPoint Wealth
Maryland
$343K
Fidelity International
1085
Fidelity International
Bermuda
$342K
GWMR
1086
GC Wealth Management RIA
Massachusetts
$342K
CA
1087
Claro Advisors
Massachusetts
$341K
IA
1088
Integrity Alliance
Iowa
$341K
FA
1089
FDx Advisors
Illinois
$340K
AWM
1090
Angeles Wealth Management
California
$337K
WCP
1091
Welch Capital Partners
New York
$337K
MHC
1092
Meyer Handelman Company
New York
$337K
IAIM
1093
International Assets Investment Management
Florida
$334K
IAN
1094
Integrated Advisors Network
Texas
$330K
KCP
1095
Kera Capital Partners
California
$329K
EWA
1096
Exencial Wealth Advisors
Oklahoma
$328K
TPCM
1097
Templeton & Phillips Capital Management
Tennessee
$328K
CAL
1098
Capital Analysts LLC
Pennsylvania
$328K
BTW
1099
Boston Trust Walden
Massachusetts
$326K
AO
1100
Advisor OS
Illinois
$321K