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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 %
PHS
651
Pekin Hardy Strauss
Illinois
$1.41M -$214K -2,344 -13%
SGI
652
Summit Global Investments
Utah
$1.4M -$3.06M -33,544 -69%
WBWA
653
William B. Walkup & Associates
South Carolina
$1.39M +$8.2K +90 +0.6%
SCTC
654
Sanibel Captiva Trust Company
Florida
$1.39M +$9.11K +100 +0.7%
MNBTD
655
Moody National Bank Trust Division
Texas
$1.38M +$77.5K +851 +6%
BL
656
BFSG LLC
California
$1.38M -$34.5K -379 -2%
BFG
657
Bleakley Financial Group
New Jersey
$1.38M +$246K +2,704 +22%
YIH
658
Y-Intercept (HK)
Hong Kong
$1.38M +$530K +5,818 +63%
SWP
659
Stratos Wealth Partners
Ohio
$1.37M +$8.38K +92 +0.6%
AC
660
Arjuna Capital
North Carolina
$1.37M -$72.7K -798 -5%
BCM
661
Bayesian Capital Management
New York
$1.37M +$72.9K +800 +6%
MCM
662
Maltese Capital Management
New York
$1.37M +$1.37M +15,000 New
GIA
663
Guyasuta Investment Advisors
Pennsylvania
$1.36M
PCM
664
Parsons Capital Management
Rhode Island
$1.36M -$42.5K -466 -3%
EPW
665
Endeavor Private Wealth
Kansas
$1.36M +$69.5K +763 +5%
VA
666
VestGen Advisors
Illinois
$1.35M -$2.29M -25,111 -63%
RFC
667
Regions Financial Corp
Alabama
$1.35M -$99.8K -1,095 -7%
RPC
668
Rossmore Private Capital
Connecticut
$1.34M -$11.7K -128 -0.9%
SC
669
SouthState Corp
Florida
$1.34M -$9.66K -106 -0.7%
SC
670
Stance Capital
Massachusetts
$1.33M +$1.33M +14,596 New
GCIA
671
Gabelli & Co Investment Advisers
New York
$1.32M
S
672
SignatureFD
Georgia
$1.32M -$123K -1,346 -8%
NW
673
NewEdge Wealth
Pennsylvania
$1.32M +$931K +9,112 +241%
WT
674
Whittier Trust
California
$1.31M
AAP
675
Arax Advisory Partners
Colorado
$1.31M -$48.4K -526 -4%