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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
NC
1601
NBW Capital
Massachusetts
UF
1602
Univest Financial
Pennsylvania
CFG
1603
Cooper Financial Group
California
A
1604
AlphaQuest
New York
WF
1605
Wayfinding Financial
Washington
HCP
1606
Hexagon Capital Partners
Arkansas
RFS
1607
Richardson Financial Services
Massachusetts
FFC
1608
First Financial Corp
Indiana
FF
1609
Friedenthal Financial
New Jersey
WPA
1610
West Paces Advisors
Georgia
FWA
1611
FSC Wealth Advisors
New York
WT
1612
Washington Trust
Rhode Island
MFA
1613
McClarren Financial Advisors
Pennsylvania
SFG
1614
Stonebridge Financial Group
Pennsylvania
SCB
1615
Saudi Central Bank
Saudi Arabia
CAWM
1616
Capital A Wealth Management
Pennsylvania
AF
1617
Abound Financial
California
BWAM
1618
Boyd Watterson Asset Management
Ohio
FW
1619
Fairway Wealth
Ohio
CWC
1620
Carolinas Wealth Consulting
North Carolina
CFS
1621
Compass Financial Services
Iowa
GAG
1622
Goodman Advisory Group
Massachusetts
GJIA
1623
Glass Jacobson Investment Advisors
Maryland
ETS
1624
ESL Trust Services
New York
FMP
1625
Financial Management Professionals
Texas