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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
AL
1226
Arnhold LLC
New York
$236K
RWP
1227
Ridgecrest Wealth Partners
California
$235K
GVAG
1228
Great Valley Advisor Group
Delaware
$235K
BAAM
1229
Baker Avenue Asset Management
California
$235K
SL
1230
Sentinus LLC
Illinois
$234K
BIA
1231
Bell Investment Advisors
California
$232K
MHIC
1232
Marble Harbor Investment Counsel
Massachusetts
$232K
MSWA
1233
Marshall & Sterling Wealth Advisors
New York
$232K
AWA
1234
Arete Wealth Advisors
Illinois
$232K
WP
1235
WealthShield Partners
North Carolina
$231K
ACI
1236
Alpha Cubed Investments
California
$228K
CFS
1237
CRA Financial Services
New Jersey
$228K
WSCM
1238
Wellington Shields Capital Management
New York
$228K
BWMG
1239
Barnes Wealth Management Group
California
$228K
WMA
1240
Wealth Management Associates
New Jersey
$228K
HW
1241
HORAN Wealth
Ohio
$227K
EBT
1242
Enterprise Bank & Trust
Massachusetts
$226K
SIM
1243
Sentry Investment Management
Wisconsin
$226K
PL
1244
Perpetual Ltd
Australia
$225K
SS
1245
SBI Securities
Japan
$225K
CPA
1246
Court Place Advisors
Maryland
$224K
HSA
1247
HBK Sorce Advisory
Pennsylvania
$224K
HCM
1248
Hutchinson Capital Management
California
$224K
MMA
1249
Miracle Mile Advisors
California
$223K
PW
1250
PUREfi Wealth
Massachusetts
$223K