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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 %
TFA
526
Teamwork Financial Advisors
Texas
$2.26M -$1.19M -13,091 -35%
FWCM
527
Ferguson Wellman Capital Management
Oregon
$2.25M -$36.4K -400 -2%
ECM
528
Evergreen Capital Management
Washington
$2.24M +$154K +1,685 +7%
OIA
529
OneDigital Investment Advisors
Kansas
$2.23M -$3.55K -39 -0.2%
GC
530
Guggenheim Capital
Illinois
$2.19M +$135K +1,487 +7%
MCM
531
Mainstay Capital Management
Michigan
$2.19M +$2.19M +24,004 New
PPWP
532
Premier Path Wealth Partners
New Jersey
$2.18M +$65.7K +721 +3%
CLA
533
Carnegie Lake Advisors
New Jersey
$2.16M -$389K -4,269 -15%
Jones Financial Companies
534
Jones Financial Companies
Missouri
$2.15M +$280K +3,076 +15%
VCA
535
Verdence Capital Advisors
Maryland
$2.14M +$46.4K +509 +2%
LOIP
536
Live Oak Investment Partners
Texas
$2.14M -$46.6K -511 -2%
VNA
537
Valley National Advisers
Pennsylvania
$2.14M -$62.5K -686 -3%
DAS
538
Dynamic Advisor Solutions
Arizona
$2.13M +$217K +2,378 +11%
AWM
539
Allen Wealth Management
North Carolina
$2.13M -$34.3K -377 -2%
BHPW
540
Beverly Hills Private Wealth
California
$2.13M +$438K +4,806 +26%
HFA
541
Hutchinson Financial Advisors
Virginia
$2.13M +$2.13M +23,336 New
TMAM
542
Tokio Marine Asset Management
Japan
$2.13M
CAM
543
Carret Asset Management
New York
$2.12M -$95.8K -1,051 -4%
DTL
544
Dynamic Technology Lab
Singapore
$2.09M +$2.09M +22,891 New
SC
545
Searle & Co
Connecticut
$2.08M
NMIMC
546
Northwestern Mutual Investment Management Company
Wisconsin
$2.08M -$273 -3 -0%
I
547
InceptionR
California
$2.08M +$2.08M +22,812 New
RB
548
Rodgers Brothers
Pennsylvania
$2.08M -$80.3K -881 -4%
SSA
549
Schonfeld Strategic Advisors
New York
$2.05M +$108K +1,189 +6%
P
550
Pitcairn
Pennsylvania
$2.04M -$310K -3,403 -13%