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Bank of New York Mellon

1,538 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 169 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:

1.02% less ownership

Funds ownership: 84.47%83.45% (-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
1,538
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
RA
1401
Rise Advisors
New York
$38.1K
KLWA
1402
Kelly Lawrence W & Associates
California
$36.4K
LC
1403
Lavaca Capital
Texas
$36.4K
SGC
1404
Slocum, Gordon & Co
Rhode Island
$36.4K
CT
1405
Caldwell Trust
Florida
$36.4K
GC
1406
GFG Capital
Florida
$36.2K
GKIM
1407
GW&K Investment Management
Massachusetts
$36K
CAL
1408
Capital Advisors Ltd
Ohio
$35K
ACA
1409
Atlas Capital Advisors
Wyoming
$34.8K
OCM
1410
Orion Capital Management
California
$34.6K
BA
1411
Bellwether Advisors
Nebraska
$32.8K
HI
1412
Hoey Investments
Pennsylvania
$31.9K
NECFA
1413
New England Capital Financial Advisors
Connecticut
$30.5K
CPG
1414
Cornerstone Planning Group
New Jersey
$29.7K
PAM
1415
Parvin Asset Management
South Dakota
$29.3K
UCB
1416
United Community Bank
South Carolina
$29.1K
SL
1417
Salomon & Ludwin
Virginia
$28.3K
OWA
1418
Opal Wealth Advisors
New York
$27.5K
ABWM
1419
Alpine Bank Wealth Management
Colorado
$27.3K
HBW
1420
Hazlett, Burt & Watson
West Virginia
$27K
OP
1421
ORG Partners
Indiana
$26.4K
WIM
1422
Westside Investment Management
California
$26.2K
WWM
1423
Wolff Wiese Magana
California
$26.1K
PP
1424
PFS Partners
New Jersey
$25.8K
PWMG
1425
Private Wealth Management Group
New Jersey
$25.4K