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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
HI
1101
Hudock Inc
Pennsylvania
$321K
BWM
1102
BlackDiamond Wealth Management
New York
$318K
TIA
1103
Tiemann Investment Advisors
California
$318K
HVIA
1104
Hudson Valley Investment Advisors
New York
$318K
DWM
1105
Drive Wealth Management
Utah
$318K
LA
1106
LM Advisors
California
$317K
LAM
1107
Longboard Asset Management
Arizona
$317K
AA
1108
Alta Advisers
United Kingdom
$312K
MAM
1109
Mystic Asset Management
Rhode Island
$312K
HT
1110
Heritage Trust
Oklahoma
$310K
YCG
1111
Yeomans Consulting Group
Georgia
$310K
MIC
1112
Meridian Investment Counsel
California
$310K
SCP
1113
Sivia Capital Partners
California
$309K
CAG
1114
Csenge Advisory Group
Florida
$309K
HCMG
1115
Howard Capital Management Group
California
$309K
VCM
1116
Virtue Capital Management
Tennessee
$308K
KP
1117
Keel Point
Alabama
$308K
OL
1118
Optas LLC
Texas
$308K
AC
1119
Apella Capital
Connecticut
$307K
NG
1120
Novem Group
New York
$306K
BCG
1121
Breakwater Capital Group
New Jersey
$305K
AI
1122
Accredited Investors
Minnesota
$304K
SYBT
1123
Stock Yards Bank & Trust
Kentucky
$304K
RCG
1124
Regatta Capital Group
California
$303K
SFP
1125
Sandbox Financial Partners
Maryland
$302K