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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
HWA
1376
HHM Wealth Advisors
Tennessee
$63.4K
TFM
1377
TFC Financial Management
Massachusetts
$63.2K
TSMHT
1378
Thurston Springer Miller Herd & Titak
Indiana
$59.2K
TPWA
1379
Twin Peaks Wealth Advisors
California
$58.9K
FFO
1380
Fortitude Family Office
Arizona
$56.6K
KIM
1381
Kestra Investment Management
Texas
$56.4K
GWP
1382
Gen-Wealth Partners
Michigan
$56.2K
ATC
1383
Adirondack Trust Company
New York
$55.5K
OIA
1384
Optimum Investment Advisors
Illinois
$54.7K
PWAM
1385
Private Wealth Asset Management
Iowa
$54.4K
OW
1386
Olistico Wealth
Oklahoma
$50.7K
FCAS
1387
First Command Advisory Services
Texas
$50.5K
KSWA
1388
Kathleen S. Wright Associates
Pennsylvania
$50.1K
CWM
1389
Consultiva Wealth Management
Puerto Rico
$50K
AEPWM
1390
Atlantic Edge Private Wealth Management
Florida
$48.6K
CWM
1391
Centricity Wealth Management
Ohio
$46.8K
Q1WB
1392
Quest 10 Wealth Builders
Virginia
$46.3K
PK
1393
Pflug Koory
Nebraska
$46.1K
TCM
1394
TruNorth Capital Management
Michigan
$45.6K
SSG
1395
Summit Securities Group
New York
$43.8K
HFM
1396
Hartford Financial Management
Connecticut
$43K
CAM
1397
Creekmur Asset Management
Illinois
$42.5K
WPA
1398
Wealth Preservation Advisors
Tennessee
$42.2K
GK
1399
Graney & King
New York
$41.2K
QWM
1400
Quaker Wealth Management
New Jersey
$41K