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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
WAP
1601
Wealthcare Advisory Partners
Pennsylvania
GAA
1602
Global Assets Advisory
Florida
JSC
1603
Jackson Square Capital
California
RMDI
1604
R.M. Davis Inc
Maine
AMIM
1605
Aull & Monroe Investment Management
Alabama
NC
1606
NBW Capital
Massachusetts
UF
1607
Univest Financial
Pennsylvania
CFG
1608
Cooper Financial Group
California
A
1609
AlphaQuest
New York
WF
1610
Wayfinding Financial
Washington
HCP
1611
Hexagon Capital Partners
Arkansas
LWANC
1612
Laurel Wealth Advisors (North Carolina)
North Carolina
RFS
1613
Richardson Financial Services
Massachusetts
FFC
1614
First Financial Corp
Indiana
FF
1615
Friedenthal Financial
New Jersey
WPA
1616
West Paces Advisors
Georgia
FWA
1617
FSC Wealth Advisors
New York
WT
1618
Washington Trust
Rhode Island
MFA
1619
McClarren Financial Advisors
Pennsylvania
SFG
1620
Stonebridge Financial Group
Pennsylvania
SCB
1621
Saudi Central Bank
Saudi Arabia
CAWM
1622
Capital A Wealth Management
Pennsylvania
AF
1623
Abound Financial
California
BWAM
1624
Boyd Watterson Asset Management
Ohio
FW
1625
Fairway Wealth
Ohio