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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
OAM
1201
Occidental Asset Management
California
$248K
TA
1202
TFB Advisors
Kansas
$248K
PFBT
1203
Parkside Financial Bank & Trust
Missouri
$248K
CIA
1204
Capital Investment Advisors
Georgia
$248K
CCT
1205
Chemung Canal Trust
New York
$248K
WFAG
1206
Wescott Financial Advisory Group
Pennsylvania
$247K
FAM
1207
Formidable Asset Management
Ohio
$247K
FFG
1208
Fiduciary Financial Group
California
$246K
CBT
1209
Crews Bank & Trust
Florida
$244K
MCM
1210
Monument Capital Management
Virginia
$243K
SQA
1211
Simon Quick Advisors
New Jersey
$243K
PWW
1212
Pettyjohn Wood & White
Virginia
$242K
MCM
1213
Magnolia Capital Management
New York
$242K
SEIA
1214
Signature Estate & Investment Advisors
California
$241K
WWA
1215
Wealth Watch Advisors
Colorado
$240K
LFAS
1216
Level Four Advisory Services
Texas
$240K
IP
1217
Ignite Planners
California
$240K
PPW
1218
Parcion Private Wealth
Washington
$240K
RPGK
1219
Retirement Planning Group (Kansas)
Kansas
$239K
AWC
1220
Abundance Wealth Counselors
Pennsylvania
$238K
WB
1221
Webster Bank
Connecticut
$238K
WTA
1222
Washington Trust Advisors
Massachusetts
$238K
NG
1223
Norden Group
Utah
$237K
AL
1224
Arnhold LLC
New York
$236K
RWP
1225
Ridgecrest Wealth Partners
California
$235K