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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 %
SAM
801
Strategy Asset Managers
California
$814K -$21.8K -239 -3%
FLPIM
802
F.L. Putnam Investment Management
Massachusetts
$814K -$18K -198 -2%
TTWM
803
TCV Trust & Wealth Management
Virginia
$813K
GC
804
Gilbert & Cook
Iowa
$813K +$12.4K +136 +2%
HIM
805
Hillsdale Investment Management
Ontario, Canada
$811K -$9.11K -100 -1%
MSWM
806
McGlone Suttner Wealth Management
Wisconsin
$806K +$62K +680 +8%
LAM
807
Lountzis Asset Management
Pennsylvania
$802K
HIM
808
Hanlon Investment Management
New Jersey
$797K +$13.4K +147 +2%
SC
809
Syon Capital
California
$797K +$212K +2,322 +36%
WOSD
810
WFA of San Diego
California
$796K +$796K +8,734 New
MG
811
Mather Group
Illinois
$794K -$14.1K -155 -2%
CCM
812
Chilton Capital Management
Texas
$793K
FIA
813
Foundations Investment Advisors
Arizona
$792K -$30.6K -336 -4%
SBFM
814
S-Bank Fund Management
Finland
$789K +$789K +8,663 New
WQ
815
Wealth Quarterback
New Jersey
$788K -$39.1K -429 -5%
TPA
816
Trivium Point Advisory
Connecticut
$787K -$276K -3,030 -26%
CIC
817
Crawford Investment Counsel
Georgia
$786K +$3.1K +34 +0.4%
JWM
818
Jeppson Wealth Management
California
$784K
SFS
819
Summit Financial Strategies
Ohio
$772K +$2.55K +28 +0.3%
HIA
820
Harbor Investment Advisory
Maryland
$772K
SFS
821
Sowell Financial Services
Arkansas
$771K +$16.5K +181 +2%
WF
822
WoodTrust Financial
Wisconsin
$770K +$394K +2,733 +105%
TAM
823
Trust Asset Management
Texas
$764K
MK
824
MASTERINVEST Kapitalanlage
$762K +$762K +8,363 New
NFG
825
Nations Financial Group
Iowa
$754K +$5.83K +64 +0.8%