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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 %
WorldQuant Millennium Advisors
701
WorldQuant Millennium Advisors
New York
$1.18M -$6.56M -72,001 -85%
IAA
702
Independent Advisor Alliance
North Carolina
$1.18M +$27.4K +301 +2%
PBK
703
Peoples Bank (Kansas)
Kansas
$1.18M
OAM
704
Ostrum Asset Management
France
$1.17M -$325K -3,572 -22%
VA
705
Valmark Advisers
Ohio
$1.17M +$2.1K +23 +0.2%
HAIM
706
Hunter Associates Investment Management
Pennsylvania
$1.17M -$67.7K -745 -5%
RWP
707
RWA Wealth Partners
Massachusetts
$1.17M +$33.3K +365 +3%
FB
708
Fulton Bank
Pennsylvania
$1.17M +$55.7K +611 +5%
JCM
709
Jacobi Capital Management
Pennsylvania
$1.16M +$729 +8 +0.1%
WA
710
WealthTrust Axiom
Pennsylvania
$1.15M
BFM
711
Boothbay Fund Management
New York
$1.14M +$1.14M +12,507 New
FRA
712
Frank Rimerman Advisors
California
$1.14M -$37K -406 -3%
LGF
713
LGT Group Foundation
Liechtenstein
$1.14M -$32.9M -361,093 -97%
AWAP
714
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.14M -$95.9K -1,053 -8%
EI
715
Ellevest Inc
New York
$1.13M -$195K -2,138 -15%
SCA
716
Snowden Capital Advisors
New York
$1.12M -$212K -2,329 -16%
AFG
717
Allegheny Financial Group
Pennsylvania
$1.1M +$13.9K +153 +1%
HKAM
718
Horizon Kinetics Asset Management
New York
$1.1M
AFP
719
Ausdal Financial Partners
Iowa
$1.1M -$66.2K -727 -6%
BRWA
720
B. Riley Wealth Advisors
Florida
$1.09M +$1.09M +11,982 New
WCM
721
Whitener Capital Management
North Carolina
$1.08M -$51K -560 -5%
1IA
722
1834 Investment Advisors
Wisconsin
$1.08M
SC
723
Schulhoff & Co
Ohio
$1.08M +$273 +3 +0%
AIM
724
Aspen Investment Management
Michigan
$1.07M -$14.7K -161 -1%
CWS
725
Confluence Wealth Services
Pennsylvania
$1.07M +$10.1K +111 +1%