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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 %
BAM
626
Blueshift Asset Management
New Jersey
$1.53M +$1.07M +11,697 +231%
APC
627
Aspire Private Capital
North Carolina
$1.53M -$183K -2,007 -11%
FPWM
628
FSB Premier Wealth Management
Iowa
$1.52M +$246K +2,703 +19%
VFA
629
Voya Financial Advisors
Connecticut
$1.52M -$39.7K -435 -3%
KWM
630
Kingsview Wealth Management
Oregon
$1.52M -$48.3K -530 -3%
FNT
631
First National Trust
Pennsylvania
$1.52M -$547K -6,004 -26%
IIA
632
IPG Investment Advisors
California
$1.52M +$19.9K +218 +1%
MIM
633
MTM Investment Management
South Carolina
$1.51M +$590K +6,476 +64%
BCWM
634
Bartlett & Co Wealth Management
Ohio
$1.51M +$729 +8 +0%
Bessemer Group
635
Bessemer Group
New Jersey
$1.51M -$1.02M -11,212 -40%
GIA
636
Gateway Investment Advisers
Ohio
$1.5M -$10.7K -117 -0.7%
VHAM
637
Van Hulzen Asset Management
California
$1.49M +$1.09K +12 +0.1%
AWS
638
Atria Wealth Solutions
New York
$1.47M -$3.27M -35,735 -69%
LCM
639
Logan Capital Management
Pennsylvania
$1.46M -$654K -7,174 -31%
MYAM
640
Meiji Yasuda Asset Management
Japan
$1.46M -$735K -8,062 -34%
WANY
641
Wealthspire Advisors (New York)
New York
$1.46M +$104K +1,139 +8%
CAM
642
Columbia Asset Management
Michigan
$1.45M -$38.7K -425 -3%
KFC
643
Klingenstein Fields & Co
New York
$1.44M -$281K -3,079 -16%
NP
644
Nilsine Partners
Colorado
$1.44M +$84.6K +928 +6%
PNC
645
Park National Corp
Ohio
$1.44M -$4.74K -52 -0.3%
WS
646
Wedbush Securities
California
$1.44M -$9.84K -108 -0.7%
SLI
647
Sumitomo Life Insurance
Japan
$1.43M +$1.43M +15,694 New
MCM
648
McRae Capital Management
New Jersey
$1.42M
MWM
649
Mission Wealth Management
California
$1.42M +$8.47K +93 +0.6%
TCM
650
Teza Capital Management
Illinois
$1.41M +$1.41M +15,472 New