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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 %
HAG
776
HighPoint Advisor Group
Illinois
$913K +$60.2K +661 +7%
HWMO
777
Heritage Wealth Management (Ohio)
Ohio
$911K
FPAS
778
Focus Partners Advisor Solutions
Missouri
$902K +$205K +2,252 +29%
SQA
779
Simon Quick Advisors
New Jersey
$900K +$190K +2,086 +27%
SWM
780
Silverlake Wealth Management
Vermont
$898K -$2.64K -29 -0.3%
PI
781
Pettee Investors
Connecticut
$898K
TA
782
Tectonic Advisors
Texas
$897K +$19.7K +216 +2%
CFMC
783
Curbstone Financial Management Corp
New Hampshire
$888K -$36.4K -400 -4%
AWA
784
Aaron Wealth Advisors
Illinois
$888K +$49K +538 +6%
RRA
785
Round Rock Advisors
Connecticut
$885K +$273K +3,000 +45%
WWM
786
Western Wealth Management
Colorado
$875K +$182 +2 +0%
SAM
787
Sompo Asset Management
Japan
$874K -$487K -5,340 -36%
EWA
788
EP Wealth Advisors
California
$868K +$261K +2,865 +43%
LIM
789
Loudon Investment Management
New Hampshire
$859K -$78.4K -860 -8%
FNFDCM
790
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$853K -$36.4K -400 -4%
NS
791
NBC Securities
Alabama
$853K -$241K -2,649 -22%
ICM
792
Intrepid Capital Management
Florida
$851K -$136K -1,491 -14%
TI
793
TrueMark Investments
Illinois
$848K -$3.8M -41,738 -82%
CI
794
CX Institutional
Indiana
$836K +$52.9K +581 +7%
RC
795
Rexford Capital
Texas
$836K +$836K +9,175 New
CNBT
796
Canandaigua National Bank & Trust
New York
$829K
RAM
797
Redmond Asset Management
Virginia
$826K -$48.3K -530 -6%
LFA
798
Legacy Financial Advisors
Kentucky
$825K +$495K +5,438 +150%
HBT
799
Heartland Bank & Trust
Illinois
$822K -$17.5K -192 -2%
SGAM
800
Smith Group Asset Management
Texas
$820K