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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
AG
1201
AlTi Global
New York
$251K
AAS
1202
Ameritas Advisory Services
Nebraska
$249K
OAM
1203
Occidental Asset Management
California
$248K
TA
1204
TFB Advisors
Kansas
$248K
PFBT
1205
Parkside Financial Bank & Trust
Missouri
$248K
CIA
1206
Capital Investment Advisors
Georgia
$248K
CCT
1207
Chemung Canal Trust
New York
$248K
WFAG
1208
Wescott Financial Advisory Group
Pennsylvania
$247K
FAM
1209
Formidable Asset Management
Ohio
$247K
FFG
1210
Fiduciary Financial Group
California
$246K
CBT
1211
Crews Bank & Trust
Florida
$244K
MCM
1212
Monument Capital Management
Virginia
$243K
SQA
1213
Simon Quick Advisors
New Jersey
$243K
PWW
1214
Pettyjohn Wood & White
Virginia
$242K
MCM
1215
Magnolia Capital Management
New York
$242K
SEIA
1216
Signature Estate & Investment Advisors
California
$241K
WWA
1217
Wealth Watch Advisors
Colorado
$240K
LFAS
1218
Level Four Advisory Services
Texas
$240K
IP
1219
Ignite Planners
California
$240K
PPW
1220
Parcion Private Wealth
Washington
$240K
RPGK
1221
Retirement Planning Group (Kansas)
Kansas
$239K
AWC
1222
Abundance Wealth Counselors
Pennsylvania
$238K
WB
1223
Webster Bank
Connecticut
$238K
WTA
1224
Washington Trust Advisors
Massachusetts
$238K
NG
1225
Norden Group
Utah
$237K