BK icon

Bank of New York Mellon

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
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
451
Falcon Wealth Planning
California
$3.16M -$74K -812 -2%
JIC
452
Joel Isaacson & Co
New York
$3.16M +$6.92K +76 +0.2%
EPIM
453
Evelyn Partners Investment Management
$3.13M +$2.88M +31,615 +1,129%
DCM
454
Dean Capital Management
Kansas
$3.11M +$167K +1,829 +6%
NMERB
455
New Mexico Educational Retirement Board
New Mexico
$3.09M
IWC
456
Integrated Wealth Concepts
Massachusetts
$3.08M -$575K -6,307 -16%
First Manhattan
457
First Manhattan
New York
$3.07M -$1.37K -15 -0%
DCM
458
Delta Capital Management
New Jersey
$3.06M -$22.8K -250 -0.7%
Envestnet Portfolio Solutions
459
Envestnet Portfolio Solutions
Illinois
$3.03M -$1.21M -13,292 -29%
ECM
460
Everence Capital Management
Indiana
$3.01M
DILIC
461
Dai-ichi Life Insurance Company
Japan
$3M -$1.26M -13,782 -30%
CIC
462
Chilton Investment Company
Connecticut
$2.98M +$2.98M +32,710 New
BFA
463
Bragg Financial Advisors
North Carolina
$2.97M -$58.1K -638 -2%
IVP
464
Intrinsic Value Partners
Arizona
$2.96M -$405K -4,445 -12%
UCFA
465
United Capital Financial Advisors
Texas
$2.95M +$22.1K +243 +0.8%
HWM
466
HB Wealth Management
Georgia
$2.92M +$201K +2,201 +7%
DWA
467
Douglass Winthrop Advisors
New York
$2.91M
PS
468
Principal Securities
Iowa
$2.91M +$328K +3,602 +13%
BBI
469
Baxter Bros Inc
Connecticut
$2.9M -$91.1K -1,000 -3%
MFA
470
Millington Financial Advisors
Illinois
$2.89M -$312K -3,130 -10%
IGAM
471
iA Global Asset Management
Quebec, Canada
$2.89M +$674K +7,396 +30%
LFM
472
LGT Fund Management
Liechtenstein
$2.87M -$278K -3,054 -9%
LI
473
Louisbourg Investments
New Brunswick, Canada
$2.87M -$91.8K -1,350 -3%
CCIA
474
Campbell & Co Investment Adviser
Maryland
$2.86M +$2.86M +31,441 New
AF
475
Allworth Financial
California
$2.86M +$448K +4,916 +19%