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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 %
CLGM
676
Capitolis Liquid Global Markets
New York
$1.29M
SW
677
Simplicity Wealth
New Jersey
$1.29M +$874K +9,589 +210%
WAM
678
WealthTrust Asset Management
Florida
$1.29M +$13.2K +145 +1%
IWM
679
IHT Wealth Management
Illinois
$1.28M -$638 -7 -0%
VI
680
Vestcor Inc
New Brunswick, Canada
$1.28M +$67K +736 +6%
SF
681
Synovus Financial
Georgia
$1.24M +$10.8K +119 +0.9%
BFO
682
Boston Family Office
Massachusetts
$1.24M
FT
683
Fiduciary Trust
Massachusetts
$1.24M +$86.6K +951 +8%
CA
684
Cornerstone Advisors
North Carolina
$1.24M +$364K +4,000 +42%
BPA
685
Beacon Pointe Advisors
California
$1.24M -$22.1K -243 -2%
PA
686
Parallel Advisors
California
$1.23M +$87.9K +965 +8%
MWP
687
Meriwether Wealth & Planning
Louisiana
$1.23M -$76.5K -840 -6%
CFB
688
Cullen/Frost Bankers
Texas
$1.23M -$11.3K -124 -0.9%
LWANC
689
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.22M +$1.21M +110,205 +9,011%
SRC
690
Shufro Rose & Co
New York
$1.22M -$15.8K -188 -1%
LA
691
LVW Advisors
New York
$1.22M -$26.2K -288 -2%
CSC
692
Cove Street Capital
California
$1.22M
BMCM
693
Bryn Mawr Capital Management
Pennsylvania
$1.21M +$212K +2,329 +21%
LAM
694
LECAP Asset Management
United Kingdom
$1.21M +$1.21M +13,262 New
AG
695
Ascent Group
Virginia
$1.21M -$932K -10,233 -44%
AIP
696
Almanack Investment Partners
Pennsylvania
$1.2M +$132K +1,454 +12%
MC
697
Machina Capital
France
$1.2M +$788K +8,650 +191%
GWM
698
Geneos Wealth Management
Colorado
$1.18M -$1.17M -12,794 -50%
CA
699
CoreCap Advisors
Michigan
$1.18M +$1.09M +11,947 +1,159%
RWA
700
Redhawk Wealth Advisors
Minnesota
$1.18M +$41.9K +460 +4%