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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 %
DAS
826
Diversify Advisory Services
Utah
$751K +$751K +7,250 New
GM
827
GeoWealth Management
Illinois
$749K -$19.7K -216 -3%
KCM
828
Kathmere Capital Management
Pennsylvania
$747K -$43.8K -481 -6%
BDL
829
Banque de Luxembourg
Luxembourg
$739K
DADC
830
D.A. Davidson & Co
Montana
$739K -$7.2K -79 -1%
TCPW
831
Twin City Private Wealth
North Carolina
$738K -$3.92K -43 -0.5%
BIG
832
Brooklyn Investment Group
New York
$735K +$340K +4,119 +86%
SWP
833
Sagespring Wealth Partners
Tennessee
$735K +$72.1K +791 +11%
RCM
834
RB Capital Management
Nevada
$728K +$11.6K +127 +2%
CSC
835
Caldwell Sutter Capital
California
$724K
BIG
836
Builder Investment Group
Georgia
$721K
HI
837
Hendershot Investments
Virginia
$717K
SIA
838
Strategic Investment Advisors
Michigan
$715K -$258K -2,860 -26%
FNB
839
Farmers National Bank
Kentucky
$715K -$30.2K -331 -4%
QL
840
Quarry LP
New York
$712K +$153K +1,674 +27%
CCA
841
Checchi Capital Advisers
California
$710K -$55.2K -606 -7%
AA
842
Advisory Alpha
Michigan
$703K +$170K +1,867 +32%
PTC
843
Private Trust Company
Ohio
$701K +$38.3K +420 +6%
SFM
844
Signet Financial Management
New Jersey
$696K +$26.3K +289 +4%
WPC
845
Wedmont Private Capital
Pennsylvania
$696K +$37.4K +402 +6%
CAM
846
Congress Asset Management
Massachusetts
$695K
FFS
847
Founders Financial Securities
Maryland
$695K +$20.9K +229 +3%
WLG
848
Williamson Legacy Group
Indiana
$694K +$382K +4,191 +122%
WDC
849
Woodward Diversified Capital
California
$691K +$248K +2,725 +56%
FPL
850
Fortress Private Ledger
North Carolina
$690K +$180K +1,973 +35%