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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
MA
1476
MCF Advisors
Kentucky
$8.75K
SC
1477
Solstein Capital
California
$8.47K
BWL
1478
Bogart Wealth LLC
Virginia
$8.38K
PSB
1479
Piscataqua Savings Bank
New Hampshire
$8.11K
TC
1480
Truvestments Capital
Florida
$8.02K
BFS
1481
Bare Financial Services
Pennsylvania
$7.83K
HFS
1482
Hughes Financial Services
Virginia
$7.77K
BOJHT
1483
Bank of Jackson Hole Trust
Wyoming
$7.74K
T
1484
Transce3nd
Texas
$7.65K
HNW
1485
High Note Wealth
Minnesota
$6.92K
WCM
1486
WealthTrak Capital Management
Virginia
$6.83K
HCM
1487
Hollencrest Capital Management
California
$6.83K
DWM
1488
Dogwood Wealth Management
Kansas
$6.67K
BCPWM
1489
Bradley & Co Private Wealth Management
Florida
$6.47K
SO
1490
Sierra Ocean
California
$6.39K
APW
1491
Atlantic Private Wealth
North Carolina
$6.38K
VWA
1492
VSM Wealth Advisory
Maryland
$6.1K
AWM
1493
Abound Wealth Management
Tennessee
$5.92K
PPC
1494
Park Place Capital
Alabama
$5.35K
RWA
1495
Redmont Wealth Advisors
Illinois
$5.1K
MWM
1496
MorganRosel Wealth Management
Colorado
$4.56K
PA
1497
Pineridge Advisors
Missouri
$4.01K
TFG
1498
Team Financial Group
California
$3.83K
SIC
1499
Salem Investment Counselors
North Carolina
$3.74K
HHGA
1500
Halbert Hargrove Global Advisors
California
$3.65K