BK icon

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, 581 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
581
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 %
BIMC
351
Benson Investment Management Company
Virginia
$5.69M -$20.1K -221 -0.4%
Nordea Investment Management
352
Nordea Investment Management
Sweden
$5.66M +$177K +1,944 +3%
OPERF
353
Oregon Public Employees Retirement Fund
Oregon
$5.63M +$9.11K +100 +0.2%
SAM
354
Shell Asset Management
Netherlands
$5.59M +$1.05M +11,571 +23%
MFG
355
Merit Financial Group
Georgia
$5.58M +$4.37M +47,959 +361%
SPIA
356
Steward Partners Investment Advisory
New York
$5.58M +$467K +5,126 +9%
SFI
357
Susquehanna Fundamental Investments
Pennsylvania
$5.58M -$2.79M -30,616 -33%
WBC
358
Westpac Banking Corp
Australia
$5.56M – – –
PA
359
Pinnacle Associates
New York
$5.54M -$259K -2,846 -4%
WIA
360
World Investment Advisors
California
$5.51M +$1.39M +15,245 +34%
SC
361
Savant Capital
Illinois
$5.48M -$103K -1,129 -2%
NSEDCP
362
NJ State Employees Deferred Compensation Plan
New Jersey
$5.47M – – –
CFIA
363
Cantor Fitzgerald Investment Advisors
New York
$5.46M -$13.7K -150 -0.2%
BMSSC
364
B. Metzler seel. Sohn & Co
Germany
$5.39M +$773K +8,484 +17%
SJL
365
Shayne & Jacobs LLC
Tennessee
$5.39M -$446K -4,900 -8%
KPWS
366
Kestra Private Wealth Services
Texas
$5.36M -$156K -1,708 -3%
SF
367
Summit Financial
New Jersey
$5.3M +$4.24M +46,525 +400%
RFWA
368
RPg Family Wealth Advisory
Massachusetts
$5.28M -$4.31M -47,351 -45%
PC
369
Promethos Capital
Massachusetts
$5.27M – – –
PAG
370
Private Advisor Group
New Jersey
$5.17M +$137K +1,506 +3%
AWA
371
Arkadios Wealth Advisors
Georgia
$5.17M +$274K +3,004 +6%
CIP
372
Convergence Investment Partners
Florida
$5.05M +$1.73M +19,031 +52%
Assenagon Asset Management
373
Assenagon Asset Management
Luxembourg
$5.05M +$137K +1,503 +3%
BDPWM
374
Barnes Dennig Private Wealth Management
Ohio
$5.03M -$530K -5,813 -10%
UM
375
UniSuper Management
Australia
$4.91M -$246K -2,698 -5%
13 14
15
16 17