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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
AA
1326
Ancora Advisors
Ohio
$123K
OC
1327
Oakworth Capital
Alabama
$119K
AA
1328
Addison Advisors
Vermont
$117K
TCM
1329
Traub Capital Management
Massachusetts
$117K
CWP
1330
Concord Wealth Partners
Virginia
$115K
CIAM
1331
Caitong International Asset Management
Hong Kong
$114K
OCM
1332
Osterweis Capital Management
California
$109K
SWA
1333
SOA Wealth Advisors
New York
$109K
1IA
1334
1620 Investment Advisors
Massachusetts
$109K
TIM
1335
Tortoise Investment Management
New York
$105K
LWCFA
1336
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100K
GCM
1337
Gables Capital Management
Florida
$100K
CWM
1338
Crowley Wealth Management
Delaware
$98.6K
CYG
1339
Clean Yield Group
Vermont
$95.8K
LFA
1340
Legend Financial Advisors
Pennsylvania
$94.4K
CBT
1341
CoreFirst Bank & Trust
Kansas
$94.3K
TH
1342
TCTC Holdings
Texas
$93.5K
OWP
1343
ORG Wealth Partners
Texas
$93.5K
TFIPS
1344
Towarzystwo Funduszy Inwestycyjnych PZU SA
$86.6K
WA
1345
WPG Advisers
Maryland
$85.6K
RFG
1346
REAP Financial Group
Texas
$84.9K
EB
1347
Eastern Bank
Massachusetts
$84.4K
PCFFS
1348
Pacific Center for Financial Services
California
$83.8K
IHWM
1349
Iron Horse Wealth Management
Iowa
$83.8K
CCA
1350
Catalyst Capital Advisors
New York
$82.6K