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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 %
MPI
926
Mairs & Power Inc
Minnesota
$536K +$536K +5,888 New
MBI
927
May Barnhard Investments
Maryland
$532K +$3.01K +33 +0.6%
LJAC
928
L.J. Altfest & Co
New York
$528K +$12.9K +142 +3%
ERSOT
929
Employees Retirement System of Texas
Texas
$528K +$528K +5,795 New
SCM
930
Stevens Capital Management
Pennsylvania
$526K +$526K +5,775 New
FBC
931
Fairfield, Bush & Co
Connecticut
$524K
KIM
932
Kane Investment Management
California
$520K -$99.3K -1,090 -16%
CAM
933
Cidel Asset Management
Ontario, Canada
$517K -$64.4K -707 -11%
KA
934
Kovack Advisors
Florida
$517K +$42.3K +464 +9%
OFG
935
OmniStar Financial Group
North Carolina
$517K -$454K -4,979 -47%
RDWM
936
Red Door Wealth Management
Tennessee
$516K +$516K +5,664 New
SIM
937
Studio Investment Management
Illinois
$516K -$9.75K -107 -2%
CPIG
938
Chicago Partners Investment Group
Illinois
$516K +$122K +1,228 +31%
MWS
939
MFA Wealth Services
California
$516K +$3.28K +36 +0.6%
WW
940
Waterfront Wealth
Kansas
$515K -$5.74K -63 -1%
MWM
941
Modern Wealth Management
Kansas
$514K -$98.8K -1,084 -16%
LGA
942
Lebenthal Global Advisors
New York
$513K +$180K +1,971 +54%
NWAG
943
Net Worth Advisory Group
Utah
$511K +$27.6K +303 +6%
CPIA
944
Cornell Pochily Investment Advisors
New York
$511K -$46.6K -511 -8%
SWM
945
Shepherd Wealth Management
Ohio
$509K +$509K +4,915 New
LS
946
Livforsakringsbolaget Skandia
Sweden
$509K
CC
947
Courier Capital
New York
$508K -$94.9K -1,042 -16%
CWP
948
Cyndeo Wealth Partners
Florida
$508K -$10.7K -117 -2%
BLC
949
Brown, Lisle/Cummings
Rhode Island
$507K -$14.2K -156 -3%
UAG
950
United Advisor Group
Ohio
$506K +$50.7K +556 +11%