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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
SW
1251
SlateStone Wealth
Florida
$221K
MIM
1252
Macroview Investment Management
Maryland
$221K
CWMK
1253
Caliber Wealth Management (Kansas)
Kansas
$221K
AWM
1254
Aprio Wealth Management
Georgia
$220K
MM
1255
MQS Management
New York
$219K
AMBIA
1256
Allen Mooney & Barnes Investment Advisors
Georgia
$219K
TCOT
1257
Trust Company of Toledo
Ohio
$219K
AWMG
1258
Alliance Wealth Management Group
New Jersey
$219K
TCM
1259
Towercrest Capital Management
Pennsylvania
$219K
CWM
1260
Compass Wealth Management
Connecticut
$219K
LAM
1261
LOM Asset Management
$217K
AA
1262
Armis Advisers
Georgia
$217K
MCWA
1263
Meadow Creek Wealth Advisors
Georgia
$214K
PT
1264
Plimoth Trust
Massachusetts
$214K
SAI
1265
Savvy Advisors Inc
New York
$213K
CSB
1266
City State Bank
Iowa
$211K
FCFC
1267
First Commonwealth Financial Corp
Pennsylvania
$211K
CHC
1268
City Holding Co
West Virginia
$210K
Koshinski Asset Management
1269
Koshinski Asset Management
Illinois
$209K
TWA
1270
TCI Wealth Advisors
Arizona
$209K
PCP
1271
Proficio Capital Partners
Massachusetts
$209K
BWA
1272
Bordeaux Wealth Advisors
California
$208K
AHL
1273
Abel Hall LLC
Louisiana
$206K
RMC
1274
Resources Management Corp
Connecticut
$206K
BBHC
1275
Brown Brothers Harriman & Co
New York
$204K