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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
SIC
1501
SJS Investment Consulting
Ohio
$3.55K
API
1502
Asset Planning Inc
California
$3.37K
CCMI
1503
Creative Capital Management Investments
California
$3.28K
VWM
1504
Vermillion Wealth Management
Minnesota
$3.28K
KWM
1505
Kiker Wealth Management
Georgia
$3.28K
PWA
1506
Principia Wealth Advisory
Texas
$3.01K
HFS
1507
Horizon Financial Services
North Carolina
$3.01K
AWM
1508
Activest Wealth Management
Florida
$2.92K
FNWA
1509
Financial Network Wealth Advisors
Utah
$2.37K
W
1510
WealthCollab
Washington
$2.28K
SA
1511
Scarborough Advisors
Maryland
$2.23K
AP
1512
Aspect Partners
Virginia
$2.19K
HIA
1513
HFM Investment Advisors
New Jersey
$2.19K
RAM
1514
Riggs Asset Management
Pennsylvania
$2.1K
CAC
1515
Core Alternative Capital
Georgia
$2K
PWM
1516
Parkworth Wealth Management
California
$2K
PWA
1517
Physician Wealth Advisors
Utah
$1.91K
NICM
1518
Neo Ivy Capital Management
New York
$1.82K
NL
1519
NVWM LLC
Pennsylvania
$1.73K
NFSG
1520
Newbridge Financial Services Group
Florida
$1.64K
WA
1521
WestEnd Advisors
North Carolina
$1.46K
AG
1522
AmeriFlex Group
Nevada
$1.37K
CFS
1523
CGC Financial Services
Oregon
$1.37K
TCA
1524
Trifecta Capital Advisors
Illinois
$1.37K
KFI
1525
Key Financial Inc
Pennsylvania
$1.28K