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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
BFPW
1351
BOK Financial Private Wealth
Colorado
$81.6K
SVWA
1352
Sarver Vrooman Wealth Advisors
Missouri
$81.4K
HCA
1353
Harbor Capital Advisors
Illinois
$81K
FCT
1354
First Community Trust
Iowa
$78.9K
AWM
1355
AllSquare Wealth Management
New York
$76.5K
MEG
1356
Millstone Evans Group
Colorado
$76.5K
CSPIA
1357
Cary Street Partners Investment Advisory
Virginia
$75.4K
C
1358
Covestor
United Kingdom
$74K
AC
1359
AlphaCore Capital
California
$70.6K
HC
1360
Hara Capital
Washington
$70.6K
SCM
1361
Silvant Capital Management
Georgia
$70.5K
TIM
1362
Total Investment Management
Arizona
$69.3K
ADL
1363
Asset Dedication LLC
California
$69.2K
BG
1364
Bollard Group
Massachusetts
$69K
GC
1365
Garde Capital
Washington
$69K
APW
1366
Aventura Private Wealth
Florida
$68.5K
DSC
1367
Duncker Streett & Co
Missouri
$68.3K
UOTTAIMCU
1368
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$68.3K
SWIM
1369
Smallwood Wealth Investment Management
New Jersey
$67.1K
LI
1370
LRI Investments
Florida
$66.4K
MPW
1371
MASECO Private Wealth
$66.2K
HT
1372
Headlands Technologies
Illinois
$65K
CT
1373
Clearstead Trust
Maine
$64.6K
NRG
1374
Nemes Rush Group
Michigan
$63.8K
SN
1375
Sittner & Nelson
Oregon
$63.8K