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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
IIC
1151
Ironwood Investment Counsel
Arizona
$284K
BGA
1152
Battery Global Advisors
Massachusetts
$284K
ST
1153
Spinnaker Trust
Maine
$283K
SSC
1154
Syverson Strege & Co
Iowa
$282K
ILI
1155
Invesco LLC (Illinois)
Illinois
$282K
PDL
1156
Portfolio Design Labs
California
$282K
BHBT
1157
Burke & Herbert Bank & Trust
Virginia
$282K
EW
1158
Evoke Wealth
California
$282K
MIC
1159
Means Investment Company
Maine
$281K
SWM
1160
Spire Wealth Management
Virginia
$281K
CTC
1161
Central Trust Company
Missouri
$280K
NL
1162
NWAM LLC
Washington
$279K
MPM
1163
MBB Public Markets
Illinois
$279K
CIAS
1164
CFS Investment Advisory Services
New Jersey
$277K
BSB
1165
Bangor Savings Bank
Maine
$276K
SMC
1166
Smith, Moore & Co
Missouri
$276K
BAWM
1167
Bennett Associates Wealth Management
Pennsylvania
$276K
OLA
1168
Oliver Luxxe Assets
New Jersey
$275K
DJSG
1169
D.J. St. Germain
Massachusetts
$275K
RCAG
1170
Rehmann Capital Advisory Group
Michigan
$274K
MW
1171
Maia Wealth
Colorado
$273K
CCMG
1172
Clark Capital Management Group
Pennsylvania
$273K
FFA
1173
Fragasso Financial Advisors
Pennsylvania
$270K
BWP
1174
Balboa Wealth Partners
Arizona
$269K
OPPS
1175
Obsidian Personal Planning Solutions
Maryland
$268K