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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, 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 %
B
501
Bailard
California
$2.6M -$72.7K -798 -3%
FMTC
502
Farmers & Merchants Trust Company
California
$2.56M +$177K +1,942 +7%
GT
503
Greenleaf Trust
Michigan
$2.55M -$98K -1,076 -4%
IPW
504
Inlet Private Wealth
Florida
$2.54M -$4.56K -50 -0.2%
AWM
505
Apollon Wealth Management
South Carolina
$2.54M +$117K +1,288 +5%
CSP
506
Cary Street Partners
Virginia
$2.52M +$2.55K +28 +0.1%
Citadel Advisors
507
Citadel Advisors
Florida
$2.52M -$2.05M -22,547 -45%
JF
508
Jump Financial
Illinois
$2.48M +$2.48M +27,240 New
ALMGDA
509
AG2R La Mondiale Gestion d'Actifs
France
$2.46M – – –
SI
510
Stephens Inc
Arkansas
$2.44M -$446K -4,897 -15%
GFPC
511
Global Financial Private Client
Florida
$2.43M +$252K +2,765 +12%
PAS
512
PKS Advisory Services
New York
$2.42M +$4.1K +45 +0.2%
IC
513
IEQ Capital
California
$2.41M -$1.41M -15,424 -37%
PCM
514
PAR Capital Management
Massachusetts
$2.4M +$2.4M +26,364 New
AWP
515
Ascent Wealth Partners
New York
$2.4M – – –
EF
516
Empirical Finance
Pennsylvania
$2.4M +$14.5K +159 +0.6%
CAM
517
Councilmark Asset Management
Tennessee
$2.39M +$2.73K +30 +0.1%
LCM
518
Landscape Capital Management
New Jersey
$2.38M +$2.38M +26,075 New
BMO
519
Beck Mack & Oliver
New York
$2.36M -$53.8K -591 -2%
WFC
520
Western Financial Corp
California
$2.33M +$31.8K +349 +1%
LOAMS
521
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.32M +$576K +6,317 +33%
TIAA Trust, National Association
522
TIAA Trust, National Association
North Carolina
$2.3M +$205K +2,251 +10%
CCA
523
Cobblestone Capital Advisors
New York
$2.27M -$128K -1,400 -5%
GDP
524
Great Diamond Partners
Maine
$2.27M +$2.27M +24,903 New
Walleye Trading
525
Walleye Trading
New York
$2.27M +$2.27M +24,899 New
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