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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
FFO
1376
Fortitude Family Office
Arizona
$56.6K
KIM
1377
Kestra Investment Management
Texas
$56.4K
GWP
1378
Gen-Wealth Partners
Michigan
$56.2K
ATC
1379
Adirondack Trust Company
New York
$55.5K
OIA
1380
Optimum Investment Advisors
Illinois
$54.7K
PWAM
1381
Private Wealth Asset Management
Iowa
$54.4K
OW
1382
Olistico Wealth
Oklahoma
$50.7K
FCAS
1383
First Command Advisory Services
Texas
$50.5K
KSWA
1384
Kathleen S. Wright Associates
Pennsylvania
$50.1K
CWM
1385
Consultiva Wealth Management
Puerto Rico
$50K
AEPWM
1386
Atlantic Edge Private Wealth Management
Florida
$48.6K
CWM
1387
Centricity Wealth Management
Ohio
$46.8K
Q1WB
1388
Quest 10 Wealth Builders
Virginia
$46.3K
PK
1389
Pflug Koory
Nebraska
$46.1K
TCM
1390
TruNorth Capital Management
Michigan
$45.6K
SSG
1391
Summit Securities Group
New York
$43.8K
HFM
1392
Hartford Financial Management
Connecticut
$43K
CAM
1393
Creekmur Asset Management
Illinois
$42.5K
WPA
1394
Wealth Preservation Advisors
Tennessee
$42.2K
GK
1395
Graney & King
New York
$41.2K
QWM
1396
Quaker Wealth Management
New Jersey
$41K
SPF
1397
South Plains Financial
Texas
$40.7K
PGAM
1398
Princeton Global Asset Management
New Jersey
$40.6K
BONH
1399
Bank of New Hampshire
New Hampshire
$40.4K
OAJ
1400
Ogorek Anthony Joseph
New York
$40K