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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:

1.02% 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
1,539
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
TC
1476
Truvestments Capital
Florida
$8.02K
BFS
1477
Bare Financial Services
Pennsylvania
$7.83K
HFS
1478
Hughes Financial Services
Virginia
$7.77K
BOJHT
1479
Bank of Jackson Hole Trust
Wyoming
$7.74K
T
1480
Transce3nd
Texas
$7.65K
HNW
1481
High Note Wealth
Minnesota
$6.92K
WCM
1482
WealthTrak Capital Management
Virginia
$6.83K
HCM
1483
Hollencrest Capital Management
California
$6.83K
DWM
1484
Dogwood Wealth Management
Kansas
$6.67K
BCPWM
1485
Bradley & Co Private Wealth Management
Florida
$6.47K
SO
1486
Sierra Ocean
California
$6.39K
APW
1487
Atlantic Private Wealth
North Carolina
$6.38K
VWA
1488
VSM Wealth Advisory
Maryland
$6.1K
AWM
1489
Abound Wealth Management
Tennessee
$5.92K
PPC
1490
Park Place Capital
Alabama
$5.35K
MWM
1491
MorganRosel Wealth Management
Colorado
$4.56K
PA
1492
Pineridge Advisors
Missouri
$4.01K
TFG
1493
Team Financial Group
California
$3.83K
SIC
1494
Salem Investment Counselors
North Carolina
$3.74K
HHGA
1495
Halbert Hargrove Global Advisors
California
$3.65K
SIC
1496
SJS Investment Consulting
Ohio
$3.55K
API
1497
Asset Planning Inc
California
$3.37K
CCMI
1498
Creative Capital Management Investments
California
$3.28K
VWM
1499
Vermillion Wealth Management
Minnesota
$3.28K
KWM
1500
Kiker Wealth Management
Georgia
$3.28K