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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
TIA
1101
Tiemann Investment Advisors
California
$318K
HVIA
1102
Hudson Valley Investment Advisors
New York
$318K
DWM
1103
Drive Wealth Management
Utah
$318K
LA
1104
LM Advisors
California
$317K
LAM
1105
Longboard Asset Management
Arizona
$317K
AA
1106
Alta Advisers
United Kingdom
$312K
MAM
1107
Mystic Asset Management
Rhode Island
$312K
HT
1108
Heritage Trust
Oklahoma
$310K
YCG
1109
Yeomans Consulting Group
Georgia
$310K
MIC
1110
Meridian Investment Counsel
California
$310K
SCP
1111
Sivia Capital Partners
California
$309K
CAG
1112
Csenge Advisory Group
Florida
$309K
HCMG
1113
Howard Capital Management Group
California
$309K
VCM
1114
Virtue Capital Management
Tennessee
$308K
KP
1115
Keel Point
Alabama
$308K
OL
1116
Optas LLC
Texas
$308K
AC
1117
Apella Capital
Connecticut
$307K
NG
1118
Novem Group
New York
$306K
BCG
1119
Breakwater Capital Group
New Jersey
$305K
AI
1120
Accredited Investors
Minnesota
$304K
SYBT
1121
Stock Yards Bank & Trust
Kentucky
$304K
RCG
1122
Regatta Capital Group
California
$303K
SFP
1123
Sandbox Financial Partners
Maryland
$302K
SDWMA
1124
Schneider Downs Wealth Management Advisors
Pennsylvania
$302K
RZH
1125
Relyea Zuckerberg Hanson
Connecticut
$301K