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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 %
BJL
851
Brighton Jones LLC
Washington
$690K +$103K +1,125 +17%
EB
852
Exchange Bank
California
$688K
DW30
853
Drucker Wealth 3.0
New Jersey
$686K -$136K -1,465 -17%
PWPS
854
Pinnacle Wealth Planning Services
Ohio
$680K +$142K +1,555 +26%
RAM
855
Readystate Asset Management
Illinois
$676K +$676K +7,424 New
VFA
856
Valeo Financial Advisors
Indiana
$675K -$221K -2,429 -25%
AUB
857
Atlantic Union Bankshares
Virginia
$674K -$21.3K -234 -3%
IW
858
IronOak Wealth
Texas
$668K +$668K +7,331 New
EBSAM
859
Eubel Brady & Suttman Asset Management
Ohio
$666K -$2.64K -29 -0.4%
LWM
860
Lionshead Wealth Management
New York
$664K -$1.37K -15 -0.2%
EW
861
Elyxium Wealth
California
$663K +$18.7K +205 +3%
VEA
862
Virtus ETF Advisers
New York
$661K +$661K +7,250 New
PWM
863
Perigon Wealth Management
California
$659K +$44.9K +493 +7%
NWWA
864
New Wave Wealth Advisors
Arkansas
$656K +$11.9K +131 +2%
GLR
865
Great Lakes Retirement
Ohio
$651K -$26K -285 -4%
CI
866
Cigna Investments
Connecticut
$651K -$11.3K -124 -2%
SPA
867
Sherbrooke Park Advisers
New York
$648K +$89.4K +981 +16%
OFG
868
Oxford Financial Group
Indiana
$646K
RIA
869
Realta Investment Advisors
Delaware
$644K -$3.37K -37 -0.5%
RWM
870
RKL Wealth Management
Pennsylvania
$643K -$56.3K -618 -8%
KFGK
871
Keystone Financial Group (Kentucky)
Kentucky
$643K -$184 -2 -0%
KFP
872
KMG Fiduciary Partners
Ohio
$643K -$2.55K -28 -0.4%
FFA
873
First Foundation Advisors
California
$640K
SDAM
874
Shulman DeMeo Asset Management
New York
$636K +$3.1K +34 +0.5%
AIM
875
Aigen Investment Management
New York
$634K +$172K +1,886 +37%