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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
PWA
1501
Principia Wealth Advisory
Texas
$3.01K
HFS
1502
Horizon Financial Services
North Carolina
$3.01K
AWM
1503
Activest Wealth Management
Florida
$2.92K
FNWA
1504
Financial Network Wealth Advisors
Utah
$2.37K
W
1505
WealthCollab
Washington
$2.28K
SA
1506
Scarborough Advisors
Maryland
$2.23K
AP
1507
Aspect Partners
Virginia
$2.19K
HIA
1508
HFM Investment Advisors
New Jersey
$2.19K
RAM
1509
Riggs Asset Management
Pennsylvania
$2.1K
CAC
1510
Core Alternative Capital
Georgia
$2K
PWM
1511
Parkworth Wealth Management
California
$2K
PWA
1512
Physician Wealth Advisors
Utah
$1.91K
NICM
1513
Neo Ivy Capital Management
New York
$1.82K
NL
1514
NVWM LLC
Pennsylvania
$1.73K
NFSG
1515
Newbridge Financial Services Group
Florida
$1.64K
WA
1516
WestEnd Advisors
North Carolina
$1.46K
AG
1517
AmeriFlex Group
Nevada
$1.37K
TCA
1518
Trifecta Capital Advisors
Illinois
$1.37K
CFS
1519
CGC Financial Services
Oregon
$1.37K
CIM
1520
Contravisory Investment Management
Massachusetts
$1.28K
KFI
1521
Key Financial Inc
Pennsylvania
$1.28K
ACA
1522
American Capital Advisory
Idaho
$1K
RBC
1523
Roble Belko & Company
Pennsylvania
$1K
CA
1524
Centerpoint Advisors
Massachusetts
$1K
FIA
1525
FNY Investment Advisers
New York
$1K