BK icon

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 %
WA
876
Wealthstar Advisors
Texas
$632K -$4.65K -51 -0.7%
MGIA
877
Moneta Group Investment Advisors
Missouri
$631K +$80.3K +881 +15%
FNBT
878
FineMark National Bank & Trust
Florida
$630K +$8.02K +88 +1%
BMC
879
Benin Management Corp
Connecticut
$630K -$30.8K -338 -5%
AIP
880
Ameritas Investment Partners
Nebraska
$627K -$7.56K -83 -1%
Fisher Asset Management
881
Fisher Asset Management
Washington
$624K +$73.4K +806 +13%
AWM
882
Accurate Wealth Management
Florida
$622K +$24.4K +261 +4%
NAAA
883
New Age Alpha Advisors
New York
$618K -$539K -5,914 -47%
CF
884
Centaurus Financial
California
$613K +$17.9K +196 +3%
ACM
885
Argent Capital Management
Missouri
$610K
RA
886
Ransom Advisory
Rhode Island
$610K
VCM
887
Versant Capital Management
Arizona
$609K +$28.3K +311 +5%
VCM
888
Voleon Capital Management
California
$606K +$606K +6,654 New
TFA
889
Tranquilli Financial Advisor
New Jersey
$605K -$9.11K -100 -1%
AIC
890
Argus Investors Counsel
New York
$605K -$61K -670 -9%
PFS
891
Prospera Financial Services
Texas
$602K +$67.1K +736 +13%
FNBTCON
892
First National Bank & Trust Co of Newtown
Pennsylvania
$598K -$13.7K -150 -2%
LIM
893
Leavell Investment Management
Alabama
$598K +$364K +4,000 +156%
AR
894
Apeiron RIA
Texas
$590K +$3.55K +39 +0.6%
HKIM
895
Hayek Kallen Investment Management
Alabama
$586K
ACM
896
Aster Capital Management
United Arab Emirates
$584K +$584K +6,414 New
AC
897
Avestar Capital
New York
$581K +$171K +1,879 +42%
WJWM
898
Williams Jones Wealth Management
New York
$574K
DA
899
Denali Advisors
California
$574K -$212K -2,324 -27%
SS
900
Sunbelt Securities
Texas
$573K -$35.4K -461 -6%