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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
OP
1426
ORG Partners
Indiana
$26.4K
WIM
1427
Westside Investment Management
California
$26.2K
WWM
1428
Wolff Wiese Magana
California
$26.1K
PP
1429
PFS Partners
New Jersey
$25.8K
PWMG
1430
Private Wealth Management Group
New Jersey
$25.4K
BCMLT
1431
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.4K
RF
1432
Rossby Financial
Florida
$24.6K
NWM
1433
Nova Wealth Management
Florida
$24K
VWA
1434
Valued Wealth Advisors
Utah
$22.6K
RWS
1435
Retirement Wealth Solutions
Wisconsin
$22.2K
SVCP
1436
Silicon Valley Capital Partners
California
$21.2K
NEWAS
1437
N.E.W. Advisory Services
Wisconsin
$20K
HNB
1438
Hilltop National Bank
Wyoming
$19.7K
AP
1439
Atwood & Palmer
Missouri
$19.1K
AW
1440
Avion Wealth
Texas
$19K
BFP
1441
Briaud Financial Planning
Texas
$18K
FC
1442
Fairscale Capital
New Hampshire
$17.3K
PB
1443
Pinnacle Bancorp
Nebraska
$17K
DF
1444
Dunhill Financial
United Kingdom
$16.9K
LIA
1445
Luken Investment Analytics
Tennessee
$16.8K
SC
1446
Stephens Consulting
Michigan
$16.4K
S
1447
Sachetta
Massachusetts
$15.7K
RTL
1448
Red Tortoise LLC
Georgia
$15.2K
GTAM
1449
Global Trust Asset Management
Florida
$15K
CFD
1450
Creative Financial Designs
Indiana
$14.6K