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Bank of New York Mellon
BK

Overview Fund Activity

1,529 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 169 funds opening new positions, 510 increasing their positions, 580 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
+45
Holders Change %
+3.03%
% of All Funds
20.5%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
169
Increased
510
Reduced
580
Closed
92
Calls
$311M
Puts
$175M
Net Calls
+$135M
Net Calls Change
+$14.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$547M
2
Bank of America
Bank of America
North Carolina
+$331M
3
Morgan Stanley
Morgan Stanley
New York
+$179M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$136M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$71.4M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$653M
2
Dodge & Cox
Dodge & Cox
California
-$397M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$295M
4
Harris Associates
Harris Associates
Illinois
-$215M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$9.78M +$516K +5,668 +6%
NYLIM
277
New York Life Investment Management
New York
$9.76M +$80.5K +884 +0.8%
QCM
278
Qsemble Capital Management
New York
$9.71M +$1.88M +20,647 +24%
VWA
279
Visionary Wealth Advisors
Illinois
$9.66M +$128K +1,407 +1%
KA
280
Kintegral Advisory
New York
$9.63M -$14.5K -159 -0.2%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$9.56M +$84.9K +932 +0.9%
N
282
Natixis
France
$9.47M +$7.44M +81,661 +367%
USCWA
283
U.S. Capital Wealth Advisors
Texas
$9.37M -$5.28K -58 -0.1%
FAT
284
First American Trust
California
$9.29M +$4.07M +44,659 +78%
SG Americas Securities
285
SG Americas Securities
New York
$9.26M +$3.75M +41,111 +68%
PCH
286
Polar Capital Holdings
United Kingdom
$9.23M -$4.53M -49,756 -33%
Mackenzie Financial
287
Mackenzie Financial
Ontario, Canada
$9.23M -$273K -2,991 -3%
AAM
288
Advisors Asset Management
Colorado
$9.18M +$637K +6,997 +7%
FAF
289
Fjarde Ap-fonden
Sweden
$9.17M +$1.88M +20,600 +26%
CSIC
290
Clifford Swan Investment Counsel
California
$9.16M -$378K -4,148 -4%
RBI
291
Raiffeisen Bank International
Austria
$9.11M -$2.88M -31,998 -24%
RC
292
RBF Capital
California
$9.11M – – –
BFS
293
Bradley Foster & Sargent
Connecticut
$8.85M +$227K +2,490 +3%
YCM
294
Yousif Capital Management
Michigan
$8.84M -$1.03M -11,279 -10%
PMG
295
ProVise Management Group
Florida
$8.68M +$126K +1,382 +1%
DZ Bank
296
DZ Bank
Germany
$8.68M -$2.38M -26,164 -22%
Public Employees Retirement Association of Colorado
297
Public Employees Retirement Association of Colorado
Colorado
$8.66M -$12.7K -139 -0.1%
AI
298
Atria Investments
North Carolina
$8.44M +$746K +8,189 +10%
HA
299
Hamel Associates
New Jersey
$8.43M -$97.5K -1,070 -1%
Baird Financial Group
300
Baird Financial Group
Wisconsin
$8.43M -$199K -2,181 -2%
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