BK icon

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
GVAG
1226
Great Valley Advisor Group
Delaware
$235K
BAAM
1227
Baker Avenue Asset Management
California
$235K
SL
1228
Sentinus LLC
Illinois
$234K
BIA
1229
Bell Investment Advisors
California
$232K
MHIC
1230
Marble Harbor Investment Counsel
Massachusetts
$232K
MSWA
1231
Marshall & Sterling Wealth Advisors
New York
$232K
AWA
1232
Arete Wealth Advisors
Illinois
$232K
WP
1233
WealthShield Partners
North Carolina
$231K
ACI
1234
Alpha Cubed Investments
California
$228K
CFS
1235
CRA Financial Services
New Jersey
$228K
WSCM
1236
Wellington Shields Capital Management
New York
$228K
BWMG
1237
Barnes Wealth Management Group
California
$228K
WMA
1238
Wealth Management Associates
New Jersey
$228K
HW
1239
HORAN Wealth
Ohio
$227K
EBT
1240
Enterprise Bank & Trust
Massachusetts
$226K
SIM
1241
Sentry Investment Management
Wisconsin
$226K
PL
1242
Perpetual Ltd
Australia
$225K
SS
1243
SBI Securities
Japan
$225K
CPA
1244
Court Place Advisors
Maryland
$224K
HSA
1245
HBK Sorce Advisory
Pennsylvania
$224K
HCM
1246
Hutchinson Capital Management
California
$224K
MMA
1247
Miracle Mile Advisors
California
$223K
PW
1248
PUREfi Wealth
Massachusetts
$223K
WAL
1249
W Advisors LLC
Tennessee
$222K
AWE
1250
Avidian Wealth Enterprises
Texas
$222K