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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
WAL
1251
W Advisors LLC
Tennessee
$222K
AWE
1252
Avidian Wealth Enterprises
Texas
$222K
SW
1253
SlateStone Wealth
Florida
$221K
MIM
1254
Macroview Investment Management
Maryland
$221K
CWMK
1255
Caliber Wealth Management (Kansas)
Kansas
$221K
MA
1256
Maxele Advisors
Missouri
$221K
AWM
1257
Aprio Wealth Management
Georgia
$220K
MM
1258
MQS Management
New York
$219K
AMBIA
1259
Allen Mooney & Barnes Investment Advisors
Georgia
$219K
TCOT
1260
Trust Company of Toledo
Ohio
$219K
TCM
1261
Towercrest Capital Management
Pennsylvania
$219K
AWMG
1262
Alliance Wealth Management Group
New Jersey
$219K
CWM
1263
Compass Wealth Management
Connecticut
$219K
LAM
1264
LOM Asset Management
$217K
AA
1265
Armis Advisers
Georgia
$217K
MCWA
1266
Meadow Creek Wealth Advisors
Georgia
$214K
PT
1267
Plimoth Trust
Massachusetts
$214K
SAI
1268
Savvy Advisors Inc
New York
$213K
CSB
1269
City State Bank
Iowa
$211K
FCFC
1270
First Commonwealth Financial Corp
Pennsylvania
$211K
CHC
1271
City Holding Co
West Virginia
$210K
Koshinski Asset Management
1272
Koshinski Asset Management
Illinois
$209K
TWA
1273
TCI Wealth Advisors
Arizona
$209K
PCP
1274
Proficio Capital Partners
Massachusetts
$209K
BWA
1275
Bordeaux Wealth Advisors
California
$208K