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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, 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
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
551
Kestra Advisory Services
Texas
$2.04M +$506K +5,558 +33%
PFGIA
552
Patriot Financial Group Insurance Agency
Massachusetts
$2.03M +$338K +3,707 +20%
HPM
553
Hudson Portfolio Management
New York
$2.02M -$57.4K -630 -3%
SW
554
SVB Wealth
Massachusetts
$2.02M -$1.25M -13,722 -38%
KCM
555
Kanawha Capital Management
Virginia
$2.01M -$13.4K -147 -0.7%
FRM
556
Fox Run Management
Connecticut
$1.98M +$1.98M +21,681 New
WC
557
Wynn Capital
Georgia
$1.97M -$3.37K -37 -0.2%
QCG
558
Quadrant Capital Group
Ohio
$1.95M +$25.2K +277 +1%
GGA
559
Granite Group Advisors
Connecticut
$1.94M -$844K -9,260 -30%
APIM
560
Agate Pass Investment Management
Washington
$1.94M
SWMP
561
Signature Wealth Management Partners
New Jersey
$1.93M
SAG
562
SageView Advisory Group
California
$1.91M +$81.9K +814 +4%
FFM
563
Forum Financial Management
Illinois
$1.91M +$41.4K +454 +2%
FTWA
564
Fifth Third Wealth Advisors
Ohio
$1.9M +$577K +6,333 +43%
HI
565
Horizon Investments
North Carolina
$1.88M +$82.6K +911 +5%
VT
566
Vise Technologies
New York
$1.87M +$1.87M +20,489 New
GCP
567
GSA Capital Partners
United Kingdom
$1.87M +$1.87M +20,478 New
MAA
568
Mraz Amerine & Associates
California
$1.86M +$91.1K +1,000 +5%
MAS
569
Meeder Advisory Services
Ohio
$1.86M +$111K +1,218 +6%
WWA
570
WCG Wealth Advisors
Nevada
$1.85M -$11.9K -131 -0.6%
CI
571
Cherokee Insurance
Michigan
$1.84M
TFS
572
Thoroughbred Financial Services
Tennessee
$1.84M -$770K -8,453 -29%
WA
573
Waverly Advisors
Alabama
$1.83M -$188K -2,064 -9%
WSFS
574
Wilmington Savings Fund Society
Delaware
$1.82M -$609K -6,682 -25%
GCM
575
Garland Capital Management
Washington
$1.8M -$4.34M -47,595 -71%