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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
RWP
1176
Revolve Wealth Partners
New Jersey
$268K
MWM
1177
MinichMacGregor Wealth Management
New York
$267K
VI
1178
Versor Investments
New York
$266K
SCM
1179
Sage Capital Management
New Jersey
$265K
NSIM
1180
North Star Investment Management
Illinois
$265K
OAM
1181
Oberweis Asset Management
Illinois
$264K
TCM
1182
TD Capital Management
Tennessee
$264K
HCM
1183
Hengehold Capital Management
Ohio
$263K
VAM
1184
Verity Asset Management
North Carolina
$263K
TCWA
1185
Turtle Creek Wealth Advisors
Texas
$262K
PL
1186
Plancorp LLC
Missouri
$261K
BCM
1187
Brooktree Capital Management
Michigan
$261K
SAA
1188
Southeast Asset Advisors
Georgia
$257K
WRPWM
1189
Werba Rubin Papier Wealth Management
California
$257K
AC
1190
ASB Consultores
Florida
$253K
MSFS
1191
Main Street Financial Solutions
Pennsylvania
$253K
VAS
1192
Vestmark Advisory Solutions
Massachusetts
$252K
DOA
1193
D'Orazio & Associates
Virginia
$252K
RWM
1194
Revisor Wealth Management
Ohio
$252K
CWM
1195
Chemistry Wealth Management
New York
$252K
IAS
1196
Insigneo Advisory Services
Florida
$251K
SWM
1197
Stockman Wealth Management
Montana
$251K
OPWM
1198
Oregon Pacific Wealth Management
Oregon
$251K
AG
1199
AlTi Global
New York
$251K
AAS
1200
Ameritas Advisory Services
Nebraska
$249K