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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
TCM
1326
Traub Capital Management
Massachusetts
$117K
CWP
1327
Concord Wealth Partners
Virginia
$115K
CIAM
1328
Caitong International Asset Management
Hong Kong
$114K
OCM
1329
Osterweis Capital Management
California
$109K
SWA
1330
SOA Wealth Advisors
New York
$109K
1IA
1331
1620 Investment Advisors
Massachusetts
$109K
TIM
1332
Tortoise Investment Management
New York
$105K
GCM
1333
Gables Capital Management
Florida
$100K
LWCFA
1334
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100K
CWM
1335
Crowley Wealth Management
Delaware
$98.6K
CYG
1336
Clean Yield Group
Vermont
$95.8K
LFA
1337
Legend Financial Advisors
Pennsylvania
$94.4K
CBT
1338
CoreFirst Bank & Trust
Kansas
$94.3K
TH
1339
TCTC Holdings
Texas
$93.5K
OWP
1340
ORG Wealth Partners
Texas
$93.5K
TFIPS
1341
Towarzystwo Funduszy Inwestycyjnych PZU SA
$86.6K
WA
1342
WPG Advisers
Maryland
$85.6K
RFG
1343
REAP Financial Group
Texas
$84.9K
EB
1344
Eastern Bank
Massachusetts
$84.4K
PCFFS
1345
Pacific Center for Financial Services
California
$83.8K
IHWM
1346
Iron Horse Wealth Management
Iowa
$83.8K
CCA
1347
Catalyst Capital Advisors
New York
$82.6K
BFPW
1348
BOK Financial Private Wealth
Colorado
$81.6K
SVWA
1349
Sarver Vrooman Wealth Advisors
Missouri
$81.4K
HCA
1350
Harbor Capital Advisors
Illinois
$81K